RFG - Bristol Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 2055104 TAUNTON, MA

Position in C

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

Position Value

$402,944

+$77,911 QoQ

Shares Held

2,879

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,834

of 2,621 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RFG - Bristol Wealth Advisors, LLC holds $4,134,520 across 3 Banks - Diversified names. C ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,035	$2,630,096
2	BAC	Bank Of America Corp /De/	19,331	$1,101,480
3	C	Citigroup Inc This page	2,879	$402,944

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,944	2,879	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$325,033	2,866	+0.5%	Shares	Sole	2026-05-05
2025-12-31	$332,683	2,851	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$287,854	2,836	-9.3%	Shares	Sole	2025-10-22
2025-06-30	$266,085	3,126	-67.8%	Shares	Sole	2025-08-06
2025-03-31	$689,383	9,711	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.