TRED AVON FAMILY WEALTH, LLC

Position in C — Citigroup Inc

CIK 2094435 EASTON, MD

Position in C

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

Position Value

$476,283

+$80,256 QoQ

Shares Held

3,403

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,742

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $22,485,025 across 4 Banks - Diversified names. C ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	286,761	$16,339,641
2	JPM	Jpmorgan Chase & Co	15,036	$4,921,733
3	SMFG	Sumitomo Mitsui Financial Group, Inc.	31,695	$747,368
4	C	Citigroup Inc This page	3,403	$476,283

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,283	3,403	-2.5%	Shares	Sole	2026-08-10
2026-03-31	$396,027	3,492	-2.6%	Shares	Sole	2026-04-22
2025-12-31	$418,216	3,584	+71.8%	Shares	Sole	2026-01-27
2025-09-30	$211,729	2,086	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.