Stratos Investment Management, LLC

Position in C — Citigroup Inc

CIK 1707206 BEACHWOOD, OH

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$13,679,690

+$2,523,322 QoQ

Shares Held

97,740

-0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#501

of 2,621 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Investment Management, LLC holds $49,530,007 across 6 Banks - Diversified names. C ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	56,449	$18,477,451
2	C	Citigroup Inc This page	97,740	$13,679,690
3	BAC	Bank Of America Corp /De/	158,545	$9,033,894
4	WFC	Wells Fargo & Company/Mn	88,909	$7,347,439
5	BNY	Bank of New York Mellon Corp	5,602	$810,105
6	SAN	Banco Santander, S.A.	13,147	$181,428

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,679,690	97,740	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$11,156,368	98,372	-31.3%	Shares	Sole	2026-04-28
2025-12-31	$16,711,641	143,214	-1.0%	Shares	Sole	2026-01-20
2025-09-30	$14,675,986	144,591	+0.4%	Shares	Sole	2025-11-06
2025-06-30	$12,261,280	144,047	+5.9%	Shares	Sole	2025-07-29
2025-03-31	$9,658,828	136,059	+36.9%	Shares	Sole	2025-04-30
2024-12-31	$6,996,484	99,396	+35.1%	Shares	Sole	2025-01-27
2024-09-30	$4,605,920	73,577	+98.9%	Shares	Sole	2024-10-17
2024-06-30	$2,348,083	37,001	+462.1%	Shares	Sole	2024-07-24
2022-03-31	$351,532	6,583	+8.6%	Shares	Sole	2022-04-26
2021-12-31	$366,084	6,062	-6.0%	Shares	Sole	2022-01-14
2021-09-30	$452,590	6,449	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.