Legacy Edge Advisors, LLC

Position in C — Citigroup Inc

CIK 2105396 SYOSSET, NY

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$287,897

-$128,102 QoQ

Shares Held

2,057

-42.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,051

of 2,621 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Edge Advisors, LLC holds $3,776,307 across 4 Banks - Diversified names. C ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,830	$2,890,323
2	BAC	Bank Of America Corp /De/	6,583	$375,099
3	C	Citigroup Inc This page	2,057	$287,897
4	BNY	Bank of New York Mellon Corp	1,542	$222,988

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,897	2,057	-42.3%	Shares	Sole	2026-08-11
2025-12-31	$415,999	3,565	+0.2%	Shares	Sole	2026-02-02
2025-06-30	$302,771	3,557	+14.5%	Shares	Sole	2026-08-17
2025-03-31	$220,565	3,107	0.0%	Shares	Sole	2026-08-17
2024-12-31	$218,701	3,107	-3.1%	Shares	Sole	2026-08-17
2024-06-30	$203,579	3,208	—	Shares	Sole	2026-08-17
No filing history on record for this holder in this stock.