KINGSWOOD WEALTH ADVISORS, LLC

Position in C — Citigroup Inc

CIK 1987855 SAN DIEGO, CA

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,184,635

+$405,006 QoQ

Shares Held

15,609

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,029

of 2,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $32,251,560 across 9 Banks - Diversified names. C ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,945	$19,621,796
2	BAC	Bank Of America Corp /De/	108,963	$6,208,711
3	WFC	Wells Fargo & Company/Mn	28,021	$2,315,655
4	C	Citigroup Inc This page	15,609	$2,184,635
5	CM	Canadian Imperial Bank Of Commerce /Can/	7,415	$852,725
6	RY	Royal Bank Of Canada	2,211	$457,610
7	BMO	Bank Of Montreal /Can/	1,206	$213,100
8	NTB	Bank of N.T. Butterfield & Son Ltd	3,405	$202,597

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,184,635	15,609	-0.5%	Shares	Sole	2026-07-27
2026-03-31	$1,779,629	15,692	+3.2%	Shares	Sole	2026-04-28
2025-12-31	$1,773,571	15,199	+31.5%	Shares	Sole	2026-01-28
2025-09-30	$1,172,934	11,556	+6.9%	Shares	Sole	2025-10-23
2025-06-30	$920,402	10,813	-4.7%	Shares	Sole	2025-07-23
2025-03-31	$805,523	11,347	+1.0%	Shares	Sole	2025-07-25
2024-12-31	$791,183	11,240	-63.6%	Shares	Sole	2025-01-22
2024-09-30	$1,933,964	30,894	+24.1%	Shares	Sole	2024-10-21
2024-06-30	$1,580,344	24,903	-16.3%	Shares	Sole	2024-07-09
2024-03-31	$1,880,820	29,741	-9.5%	Shares	Sole	2024-04-15
2023-12-31	$1,690,832	32,870	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.