Alan B Lancz & Associates, Inc.

Position in C — Citigroup Inc

CIK 1897835 TOLEDO, OH

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$209,940

New position

Shares Held

1,500

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,257

of 2,621 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Alan B Lancz & Associates, Inc. holds $2,913,778 across 5 Banks - Diversified names. C ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,048	$1,325,031
2	BAC	Bank Of America Corp /De/	13,628	$776,523
3	BNS	Bank Of Nova Scotia	3,700	$321,308
4	WFC	Wells Fargo & Company/Mn	3,400	$280,976
5	C	Citigroup Inc This page	1,500	$209,940

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,940	1,500	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.