PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Position in C — Citigroup Inc

CIK 1989941 LEAWOOD, KS

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,768,143

-$581,584 QoQ

Shares Held

26,923

-29.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#840

of 2,621 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $29,563,690 across 4 Banks - Diversified names. C ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	33,415	$10,937,731
2	BAC	Bank Of America Corp /De/	130,924	$7,460,049
3	WFC	Wells Fargo & Company/Mn	89,518	$7,397,767
4	C	Citigroup Inc This page	26,923	$3,768,143

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,768,143	26,923	-29.8%	Shares	Sole	2026-07-20
2026-03-31	$4,349,727	38,354	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.