PLANNING ALTERNATIVES LTD /ADV

Position in C — Citigroup Inc

CIK 712011 BIRMINGHAM, MI

Position in C

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

Position Value

$477,683

+$163,538 QoQ

Shares Held

3,413

+23.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,739

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

PLANNING ALTERNATIVES LTD /ADV holds $10,270,757 across 5 Banks - Diversified names. C ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	94,776	$7,832,288
2	JPM	Jpmorgan Chase & Co	4,236	$1,386,569
3	C	Citigroup Inc This page	3,413	$477,683
4	BAC	Bank Of America Corp /De/	5,121	$291,794
5	BNY	Bank of New York Mellon Corp	1,953	$282,423

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,683	3,413	+23.2%	Shares	Sole	2026-08-12
2026-03-31	$314,145	2,770	+31.5%	Shares	Sole	2026-05-07
2025-12-31	$245,865	2,107	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.