AXXCESS WEALTH MANAGEMENT, LLC

Position in C — Citigroup Inc

CIK 1911056 CARLSBAD, CA

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,607,665

+$2,972,939 QoQ

Shares Held

54,356

+33.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#643

of 2,621 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $76,102,154 across 7 Banks - Diversified names. C ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	136,590	$44,710,004
2	BAC	Bank Of America Corp /De/	251,375	$14,323,347
3	C	Citigroup Inc This page	54,356	$7,607,665
4	WFC	Wells Fargo & Company/Mn	57,863	$4,781,798
5	BNY	Bank of New York Mellon Corp	23,446	$3,390,526
6	RY	Royal Bank Of Canada	4,414	$913,565
7	SAN	Banco Santander, S.A.	27,192	$375,249

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,607,665	54,356	+33.0%	Shares	Sole	2026-07-28
2026-03-31	$4,634,726	40,867	-30.5%	Shares	Sole	2026-04-29
2025-12-31	$6,861,255	58,799	+2.9%	Shares	Sole	2026-02-19
2025-09-30	$5,801,029	57,153	-2.5%	Shares	Sole	2025-11-07
2025-06-30	$4,988,883	58,610	+2.5%	Shares	Sole	2025-07-28
2025-03-31	$4,058,569	57,171	+5.2%	Shares	Sole	2025-04-30
2024-12-31	$3,826,611	54,363	-3.4%	Shares	Sole	2025-02-10
2024-09-30	$3,524,380	56,300	+2.4%	Shares	Sole	2024-11-04
2024-06-30	$3,488,967	54,979	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$3,512,665	55,545	+7.9%	Shares	Sole	2024-05-14
2023-12-31	$2,648,388	51,485	+37.3%	Shares	Sole	2024-02-06
2023-09-30	$1,542,251	37,497	+464.5%	Shares	Sole	2023-11-14
2021-12-31	$401,110	6,642	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.