CFO4Life Group, LLC

Position in C — Citigroup Inc

CIK 1706351 COPPELL, TX

Position in C

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

Position Value

$986,438

+$195,290 QoQ

Shares Held

7,048

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,352

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFO4Life Group, LLC holds $4,912,133 across 4 Banks - Diversified names. C ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,557	$2,473,632
2	C	Citigroup Inc This page	7,048	$986,438
3	BAC	Bank Of America Corp /De/	13,723	$781,936
4	WFC	Wells Fargo & Company/Mn	8,109	$670,127

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$986,438	7,048	+1.0%	Shares	Sole	2026-08-12
2026-03-31	$791,148	6,976	-4.8%	Shares	Sole	2026-05-11
2025-12-31	$854,637	7,324	+1.7%	Shares	Sole	2026-02-06
2025-09-30	$730,698	7,199	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$614,992	7,225	-6.6%	Shares	Sole	2025-08-08
2025-03-31	$548,965	7,733	-0.0%	Shares	Sole	2025-04-30
2024-12-31	$544,466	7,735	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$475,134	7,590	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$470,555	7,415	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$466,142	7,371	-4.9%	Shares	Sole	2024-05-06
2023-12-31	$398,557	7,748	-1.2%	Shares	Sole	2024-02-12
2023-09-30	$322,418	7,839	-14.5%	Shares	Sole	2023-10-30
2023-06-30	$422,324	9,173	-4.3%	Shares	Sole	2023-08-07
2023-03-31	$449,299	9,582	-5.3%	Shares	Sole	2023-05-03
2022-12-31	$457,637	10,118	-17.3%	Shares	Sole	2023-02-03
2022-09-30	$509,790	12,234	-6.5%	Shares	Sole	2022-10-19
2022-06-30	$602,055	13,091	-3.7%	Shares	Sole	2022-07-20
2022-03-31	$725,919	13,594	-3.4%	Shares	Sole	2022-05-02
2021-12-31	$849,928	14,074	-11.4%	Shares	Sole	2022-02-10
2021-09-30	$1,115,370	15,893	+10.9%	Shares	Sole	2021-10-12
2021-06-30	$1,013,776	14,329	0.0%	Shares	Sole	2021-07-14
2021-03-31	$1,042,434	14,329	-1.7%	Shares	Sole	2021-04-20
2020-12-31	$898,941	14,579	-2.0%	Shares	Sole	2021-01-12
2020-09-30	$641,261	14,875	-1.0%	Shares	Sole	2020-10-13
2020-06-30	$767,777	15,025	-5.5%	Shares	Sole	2020-07-15
2020-03-31	$669,834	15,903	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.