Sandy Cove Advisors, LLC

Position in C — Citigroup Inc

CIK 1908217 Hingham, MA

Position in C

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$349,200

+$62,840 QoQ

Shares Held

2,495

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,919

of 2,621 holders

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sandy Cove Advisors, LLC holds $4,450,470 across 4 Banks - Diversified names. C ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,142	$3,319,780
2	BAC	Bank Of America Corp /De/	8,362	$476,466
3	C	Citigroup Inc This page	2,495	$349,200
4	WFC	Wells Fargo & Company/Mn	3,691	$305,024

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,200	2,495	-1.2%	Shares	Sole	2026-07-07
2026-03-31	$286,360	2,525	+1.8%	Shares	Sole	2026-05-05
2025-12-31	$289,507	2,481	+184.5%	Shares	Sole	2026-02-09
2022-03-31	$46,564	872	+50.1%	Shares	Sole	2022-05-04
2021-12-31	$35,086	581	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.