Arete Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1600151 CHICAGO, IL

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,284,021

+$690,108 QoQ

Shares Held

23,464

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#883

of 2,621 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $24,822,962 across 5 Banks - Diversified names. C ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,011	$11,132,820
2	BAC	Bank Of America Corp /De/	105,695	$6,022,501
3	C	Citigroup Inc This page	23,464	$3,284,021
4	WFC	Wells Fargo & Company/Mn	35,504	$2,934,050
5	BNY	Bank of New York Mellon Corp	10,024	$1,449,570

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,284,021	23,464	+2.6%	Shares	Sole	2026-08-13
2026-03-31	$2,593,913	22,872	+68.4%	Shares	Sole	2026-05-20
2025-12-31	$1,584,766	13,581	+5.4%	Shares	Sole	2026-02-13
2025-09-30	$1,307,827	12,885	+1.9%	Shares	Sole	2025-11-12
2025-06-30	$1,076,682	12,649	-7.4%	Shares	Sole	2025-08-14
2025-03-31	$969,723	13,660	+19.7%	Shares	Sole	2025-05-16
2024-12-31	$803,220	11,411	-28.3%	Shares	Sole	2025-02-12
2024-09-30	$996,404	15,917	-24.2%	Shares	Sole	2024-11-18
2024-06-30	$1,332,850	21,003	+31.7%	Shares	Sole	2024-08-14
2024-03-31	$1,008,425	15,946	-13.9%	Shares	Sole	2024-05-16
2023-12-31	$952,463	18,516	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$741,080	18,018	+34.1%	Shares	Sole	2023-10-30
2023-06-30	$618,685	13,438	-14.2%	Shares	Sole	2023-08-09
2023-03-31	$734,438	15,663	+5.7%	Shares	Sole	2023-05-22
2022-12-31	$670,172	14,817	-7.0%	Shares	Sole	2023-02-06
2022-09-30	$664,178	15,939	+87.6%	Shares	Sole	2022-11-07
2022-06-30	$390,823	8,498	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$460,842	8,630	+29.4%	Shares	Sole	2022-05-06
2021-12-31	$402,620	6,667	+7.1%	Shares	Sole	2022-02-07
2021-09-30	$436,940	6,226	+3.6%	Shares	Sole	2021-11-15
2021-06-30	$425,349	6,012	-5.8%	Shares	Sole	2021-08-09
2021-03-31	$464,508	6,385	-1.3%	Shares	Sole	2021-05-10
2020-12-31	$398,878	6,469	+26.4%	Shares	Sole	2021-02-08
2020-03-31	$215,528	5,117	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.