AVITY INVESTMENT MANAGEMENT INC.

Position in C — Citigroup Inc

CIK 926834 GREENWICH, CT

Position in C

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$17,866,313

+$4,817,019 QoQ

Shares Held

127,653

+10.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#446

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

AVITY INVESTMENT MANAGEMENT INC. holds $50,954,718 across 3 Banks - Diversified names. C ranks #2 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	96,055	$31,441,683
2	C	Citigroup Inc This page	127,653	$17,866,313
3	BAC	Bank Of America Corp /De/	28,900	$1,646,722

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,866,313	127,653	+10.9%	Shares	Sole	2026-07-09
2026-03-31	$13,049,294	115,063	+1189.9%	Shares	Sole	2026-04-08
2025-12-31	$1,040,874	8,920	—	Shares	Sole	2026-01-13
No filing history on record for this holder in this stock.