Evolution Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1763121 AVENTURA, FL

Position in C

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

Position Value

$517,152

+$93,680 QoQ

Shares Held

3,695

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,697

of 2,621 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Financial Services · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $3,492,214 across 3 Banks - Diversified names. C ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,806	$1,900,477
2	BAC	Bank Of America Corp /De/	18,859	$1,074,585
3	C	Citigroup Inc This page	3,695	$517,152

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,152	3,695	-1.0%	Shares	Sole	2026-07-29
2026-03-31	$423,472	3,734	+21.1%	Shares	Sole	2026-05-08
2025-12-31	$359,755	3,083	+0.4%	Shares	Sole	2026-01-12
2025-09-30	$311,605	3,070	0.0%	Shares	Sole	2025-10-28
2025-06-30	$261,318	3,070	-1.4%	Shares	Sole	2025-08-08
2025-03-31	$221,062	3,114	+1.4%	Shares	Sole	2025-05-09
2024-12-31	$216,097	3,070	+17.4%	Shares	Sole	2025-01-17
2021-09-30	$183,520	2,615	+6.1%	Shares	Sole	2021-11-09
2021-06-30	$174,398	2,465	+802.9%	Shares	Sole	2021-07-22
2021-03-31	$19,860	273	0.0%	Shares	Sole	2021-04-20
2020-12-31	$16,833	273	-89.5%	Shares	Sole	2021-02-02
2020-09-30	$111,999	2,598	+851.6%	Shares	Sole	2020-10-15
2020-06-30	$13,950	273	-99.5%	Shares	Sole	2020-07-27
2020-03-31	$2,227,516	52,885	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.