Emerald Investment Advisers, LLC

Position in C — Citigroup Inc

CIK 2127823 Leola, PA

Position in C

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,460,582

+$2,119,829 QoQ

Shares Held

60,450

+8.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#614

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

Emerald Investment Advisers, LLC holds $34,995,782 across 4 Banks - Diversified names. C ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,789	$20,225,393
2	C	Citigroup Inc This page	60,450	$8,460,582
3	BAC	Bank Of America Corp /De/	65,774	$3,747,802
4	WFC	Wells Fargo & Company/Mn	31,002	$2,562,005

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,460,582	60,450	+8.1%	Shares	Sole	2026-08-12
2026-03-31	$6,340,753	55,910	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.