CWM, LLC

Position in C — Citigroup Inc

CIK 1535847 OMAHA, NE

Position in C

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$23,624,777

+$1,877,496 QoQ

Shares Held

208,313

+11.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4.355465093393115.ToString("F0")% Shared 0.ToString("F0")% None 95.64453490660688.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. C ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	550,203	$161,847,714
2	BAC	Bank Of America Corp /De/	1,411,541	$68,812,623
3	BNY	Bank of New York Mellon Corp	320,619	$38,035,031
4	WFC	Wells Fargo & Company/Mn	474,640	$37,786,090
5	C	Citigroup Inc This page	208,313	$23,624,777
6	HSBC	Hsbc Holdings PLC	173,240	$14,290,567
7	RY	Royal Bank Of Canada	48,738	$7,884,833
8	NTB	Bank of N.T. Butterfield & Son Ltd	33,464	$1,756,190

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,624,777	208,313	+11.8%	Shares	Sole	2026-05-14
2025-12-31	$21,747,281	186,368	+18.3%	Shares	Sole	2026-01-26
2025-09-30	$15,985,742	157,495	+11.6%	Shares	Sole	2025-10-15
2025-06-30	$12,015,368	141,158	+7.6%	Shares	Sole	2025-07-25
2025-03-31	$9,315,307	131,220	+32.6%	Shares	Sole	2025-05-01
2024-12-31	$6,964,949	98,948	+33.9%	Shares	Sole	2025-02-04
2024-09-30	$4,626,202	73,901	+12.3%	Shares	Sole	2024-10-08
2024-06-30	$4,175,921	65,804	+14.9%	Shares	Sole	2024-07-10
2024-03-31	$3,620,806	57,255	+47.4%	Shares	Sole	2024-04-05
2023-12-31	$1,998,392	38,849	+56.1%	Shares	Sole	2024-02-01
2023-09-30	$1,023,890	24,894	-29.6%	Shares	Sole	2023-10-11
2023-06-30	$1,628,757	35,377	+26.3%	Shares	Sole	2023-08-03
2023-03-31	$1,313,857	28,020	+47.5%	Shares	Sole	2023-05-01
2022-12-31	$859,505	19,003	-5.3%	Shares	Sole	2023-02-01
2022-09-30	$836,066	20,064	+0.9%	Shares	Sole	2022-10-27
2022-06-30	$914,511	19,885	+31.1%	Shares	Sole	2022-07-28
2022-03-31	$809,917	15,167	+12.1%	Shares	Sole	2022-04-21
2021-12-31	$817,318	13,534	+33.3%	Shares	Sole	2022-01-31
2021-06-30	$718,183	10,151	0.0%	Shares	Sole	2021-09-15
2021-03-31	$738,485	10,151	0.0%	Shares	Sole	2021-09-15
2020-12-31	$625,910	10,151	0.0%	Shares	Sole	2021-09-15
2020-09-30	$437,609	10,151	0.0%	Shares	Sole	2021-09-15
2020-06-30	$518,716	10,151	0.0%	Shares	Sole	2021-09-15
2020-03-31	$427,560	10,151	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.