SATOVSKY ASSET MANAGEMENT LLC

Position in C — Citigroup Inc

CIK 1807288 NEW YORK, NY

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$277,260

+$54,070 QoQ

Shares Held

1,981

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,083

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SATOVSKY ASSET MANAGEMENT LLC holds $1,155,345 across 4 Banks - Diversified names. C ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,190	$389,522
2	C	Citigroup Inc This page	1,981	$277,260
3	BAC	Bank Of America Corp /De/	4,336	$247,065
4	BNY	Bank of New York Mellon Corp	1,670	$241,498

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,260	1,981	+0.7%	Shares	Sole	2026-08-13
2026-03-31	$223,190	1,968	+0.9%	Shares	Sole	2026-05-14
2025-12-31	$227,545	1,950	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.