FORTEM FINANCIAL GROUP, LLC

Position in C — Citigroup Inc

CIK 1766509 PALM DESERT, CA

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$252,347

+$47,869 QoQ

Shares Held

1,803

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,132

of 2,621 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,377,805 across 4 Banks - Diversified names. C ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,070	$2,641,553
2	BAC	Bank Of America Corp /De/	18,598	$1,059,714
3	WFC	Wells Fargo & Company/Mn	5,133	$424,191
4	C	Citigroup Inc This page	1,803	$252,347

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,347	1,803	0.0%	Shares	Sole	2026-07-20
2026-03-31	$204,478	1,803	-2.2%	Shares	Sole	2026-04-16
2025-12-31	$215,059	1,843	-80.6%	Shares	Sole	2026-02-04
2022-12-31	$428,825	9,481	+8.9%	Shares	Sole	2023-01-17
2022-09-30	$362,779	8,706	+328.4%	Shares	Sole	2022-11-01
2020-12-31	$125,293	2,032	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.