CM WEALTH ADVISORS LLC

Position in C — Citigroup Inc

CIK 1764581 BEACHWOOD, OH

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$242,270

New position

Shares Held

1,731

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,163

of 2,621 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,457,644 across 4 Banks - Diversified names. C ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,163	$2,017,334
2	BAC	Bank Of America Corp /De/	12,648	$720,683
3	BNY	Bank of New York Mellon Corp	3,301	$477,357
4	C	Citigroup Inc This page	1,731	$242,270

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,270	1,731	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.