CABOT WEALTH MANAGEMENT INC

Position in C — Citigroup Inc

CIK 1016683 SALEM, MA

Position in C

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,367,829

+$264,690 QoQ

Shares Held

9,773

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,207

of 2,621 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CABOT WEALTH MANAGEMENT INC holds $26,245,916 across 4 Banks - Diversified names. C ranks #2 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	73,122	$23,935,024
2	C	Citigroup Inc This page	9,773	$1,367,829
3	TD	Toronto Dominion Bank	6,032	$732,465
4	BAC	Bank Of America Corp /De/	3,696	$210,598

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,367,829	9,773	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$1,103,139	9,727	+0.5%	Shares	Sole	2026-04-27
2025-12-31	$1,128,975	9,675	+0.6%	Shares	Sole	2026-02-03
2025-09-30	$976,227	9,618	+0.6%	Shares	Sole	2025-10-31
2025-06-30	$813,576	9,558	+0.8%	Shares	Sole	2025-07-31
2025-03-31	$673,340	9,485	+0.7%	Shares	Sole	2025-04-22
2024-12-31	$663,003	9,419	+0.8%	Shares	Sole	2025-02-04
2024-09-30	$584,871	9,343	+0.9%	Shares	Sole	2024-10-15
2024-06-30	$587,576	9,259	+0.8%	Shares	Sole	2024-07-12
2024-03-31	$580,732	9,183	+0.9%	Shares	Sole	2024-05-03
2023-12-31	$467,949	9,097	-18.8%	Shares	Sole	2024-02-12
2023-09-30	$460,861	11,205	+1.1%	Shares	Sole	2023-10-26
2023-06-30	$510,353	11,085	+1.1%	Shares	Sole	2023-07-13
2023-03-31	$513,914	10,960	+1.0%	Shares	Sole	2023-04-20
2022-12-31	$490,835	10,852	+1.1%	Shares	Sole	2023-01-31
2022-09-30	$447,494	10,739	+1.0%	Shares	Sole	2022-10-19
2022-06-30	$488,873	10,630	+1.0%	Shares	Sole	2022-08-01
2022-03-31	$562,248	10,529	+0.8%	Shares	Sole	2022-04-14
2021-12-31	$630,531	10,441	+0.8%	Shares	Sole	2022-01-26
2021-09-30	$726,994	10,359	+0.7%	Shares	Sole	2021-10-21
2021-06-30	$728,088	10,291	+0.6%	Shares	Sole	2021-07-26
2021-03-31	$743,941	10,226	+0.7%	Shares	Sole	2021-04-20
2020-12-31	$625,910	10,151	+0.9%	Shares	Sole	2021-02-02
2020-09-30	$433,729	10,061	+1.0%	Shares	Sole	2020-11-05
2020-06-30	$509,058	9,962	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.