Pacific Excel Wealth Advisors, Inc.

Position in C — Citigroup Inc

CIK 2110884 WALNUT CREEK, CA

Position in C

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$449,831

+$230,610 QoQ

Shares Held

3,214

+66.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,779

of 2,621 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $3,948,868 across 4 Banks - Diversified names. C ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	22,998	$1,900,554
2	JPM	Jpmorgan Chase & Co	3,425	$1,121,105
3	BAC	Bank Of America Corp /De/	8,378	$477,378
4	C	Citigroup Inc This page	3,214	$449,831

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,831	3,214	+66.3%	Shares	Sole	2026-07-06
2026-03-31	$219,221	1,933	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.