Excelsior Advisor Network LLC

Position in C — Citigroup Inc

CIK 2110679 SCOTTSDALE, AZ

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$707,637

+$446,568 QoQ

Shares Held

5,056

+119.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,527

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $19,178,491 across 4 Banks - Diversified names. C ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	118,235	$9,770,940
2	JPM	Jpmorgan Chase & Co	20,287	$6,640,543
3	BAC	Bank Of America Corp /De/	36,142	$2,059,371
4	C	Citigroup Inc This page	5,056	$707,637

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,637	5,056	+119.6%	Shares	Sole	2026-08-14
2026-03-31	$261,069	2,302	-7.7%	Shares	Sole	2026-05-15
2025-12-31	$291,024	2,494	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.