Annis Gardner Whiting Capital Advisors, LLC

Position in C — Citigroup Inc

CIK 1998414 TAMPA, FL

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,921,819

+$820,736 QoQ

Shares Held

28,021

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#824

of 2,617 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $16,519,238 across 6 Banks - Diversified names. C ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,980	$6,540,053
2	C	Citigroup Inc This page	28,021	$3,921,819
3	WFC	Wells Fargo & Company/Mn	29,954	$2,475,398
4	BAC	Bank Of America Corp /De/	43,400	$2,472,932
5	BNY	Bank of New York Mellon Corp	5,686	$822,252
6	BMO	Bank Of Montreal /Can/	1,623	$286,784

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,921,819	28,021	+2.5%	Shares	Sole	2026-08-10
2026-03-31	$3,101,083	27,344	+0.7%	Shares	Sole	2026-05-06
2025-12-31	$3,168,483	27,153	+0.7%	Shares	Sole	2026-02-09
2025-09-30	$2,738,165	26,977	+124.4%	Shares	Sole	2025-11-03
2025-06-30	$1,023,312	12,022	+1.5%	Shares	Sole	2025-08-11
2025-03-31	$840,592	11,841	-53.7%	Shares	Sole	2025-05-09
2024-12-31	$1,798,816	25,555	-0.6%	Shares	Sole	2025-02-12
2024-09-30	$1,609,133	25,705	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$1,636,950	25,795	+101.6%	Shares	Sole	2024-08-12
2024-03-31	$809,282	12,797	+9.4%	Shares	Sole	2024-05-13
2023-12-31	$601,693	11,697	+10.8%	Shares	Sole	2024-02-09
2023-09-30	$434,373	10,561	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.