Sage Investment Advisers LLC

Position in C — Citigroup Inc

CIK 1925418 WAPPINGERS FALLS, NY

Position in C

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$604,347

+$114,643 QoQ

Shares Held

4,318

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,613

of 2,621 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sage Investment Advisers LLC holds $5,425,433 across 4 Banks - Diversified names. C ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,143	$3,974,768
2	C	Citigroup Inc This page	4,318	$604,347
3	BNY	Bank of New York Mellon Corp	3,651	$527,971
4	BAC	Bank Of America Corp /De/	5,587	$318,347

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,347	4,318	0.0%	Shares	Sole	2026-07-09
2026-03-31	$489,704	4,318	-17.3%	Shares	Sole	2026-04-10
2025-12-31	$609,121	5,220	-11.2%	Shares	Sole	2026-02-10
2022-09-30	$245,019	5,880	+14.1%	Shares	Sole	2022-11-14
2022-06-30	$236,986	5,153	+3.7%	Shares	Sole	2022-08-15
2022-03-31	$265,237	4,967	+1.2%	Shares	Sole	2022-05-10
2021-12-31	$296,273	4,906	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.