Crewe Advisors LLC

Position in C — Citigroup Inc

CIK 1730033 SALT LAKE CITY, UT

Position in C

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$491,259

+$152,390 QoQ

Shares Held

3,510

+17.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,724

of 2,617 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crewe Advisors LLC holds $6,488,910 across 16 Banks - Diversified names. C ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,043	$4,269,365
2	BAC	Bank Of America Corp /De/	20,888	$1,190,198
3	C	Citigroup Inc This page	3,510	$491,259
4	WFC	Wells Fargo & Company/Mn	3,918	$323,783
5	BMO	Bank Of Montreal /Can/	400	$70,680
6	BNY	Bank of New York Mellon Corp	431	$62,326
7	BCS	Barclays PLC	722	$19,392
8	RY	Royal Bank Of Canada	68	$14,073

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,259	3,510	+17.5%	Shares	Sole	2026-07-24
2026-03-31	$338,869	2,988	-0.6%	Shares	Sole	2026-05-07
2025-12-31	$350,770	3,006	+2.1%	Shares	Sole	2026-01-16
2025-09-30	$298,714	2,943	-32.0%	Shares	Sole	2025-11-13
2024-06-30	$274,464	4,325	+42.4%	Shares	Sole	2024-07-29
2024-03-31	$192,123	3,038	-26.3%	Shares	Sole	2024-05-14
2023-06-30	$189,684	4,120	+4.1%	Shares	Sole	2023-07-28
2023-03-31	$185,496	3,956	-13.3%	Shares	Sole	2023-05-12
2022-12-31	$206,384	4,563	-9.3%	Shares	Sole	2023-02-08
2022-09-30	$209,683	5,032	+8.6%	Shares	Sole	2022-11-14
2022-06-30	$213,071	4,633	+28.7%	Shares	Sole	2022-08-02
2022-03-31	$192,240	3,600	+195.1%	Shares	Sole	2022-04-27
2021-12-31	$73,675	1,220	+238.9%	Shares	Sole	2022-02-10
2021-06-30	$25,470	360	0.0%	Shares	Sole	2021-08-11
2021-03-31	$26,190	360	0.0%	Shares	Sole	2021-04-21
2020-12-31	$22,197	360	0.0%	Shares	Sole	2021-01-27
2020-09-30	$15,519	360	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.