Cordatus Wealth Management LLC

Position in C — Citigroup Inc

CIK 1715862 NEWTOWN, PA

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,521,561

+$1,004,441 QoQ

Shares Held

39,451

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#726

of 2,617 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cordatus Wealth Management LLC holds $26,415,842 across 8 Banks - Diversified names. C ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	36,163	$11,837,234
2	C	Citigroup Inc This page	39,451	$5,521,561
3	BAC	Bank Of America Corp /De/	83,900	$4,780,622
4	HSBC	Hsbc Holdings PLC	11,425	$1,086,403
5	RY	Royal Bank Of Canada	4,826	$998,837
6	MUFG	Mitsubishi Ufj Financial Group Inc	42,580	$846,916
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	35,169	$829,285
8	TD	Toronto Dominion Bank	4,241	$514,984

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,521,561	39,451	-1.0%	Shares	Sole	2026-07-29
2026-03-31	$4,517,120	39,830	-0.3%	Shares	Sole	2026-04-29
2025-12-31	$4,659,781	39,933	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$4,065,176	40,051	-0.3%	Shares	Sole	2025-10-22
2025-06-30	$3,420,291	40,182	-0.2%	Shares	Sole	2025-08-11
2025-03-31	$2,857,063	40,246	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$2,837,843	40,316	+0.7%	Shares	Sole	2025-02-03
2024-09-30	$2,506,691	40,043	+0.1%	Shares	Sole	2024-10-28
2024-06-30	$2,539,732	40,021	-8.4%	Shares	Sole	2024-07-18
2023-06-30	$2,011,349	43,687	-7.4%	Shares	Sole	2023-07-14
2022-09-30	$1,966,782	47,199	+2.6%	Shares	Sole	2022-10-25
2022-06-30	$2,114,712	45,982	—	Shares	Sole	2022-08-24
No filing history on record for this holder in this stock.