Souders Financial Advisors

Position in C — Citigroup Inc

CIK 1811240 CINCINNATI, OH

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$255,287

+$40,716 QoQ

Shares Held

1,824

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,129

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Souders Financial Advisors holds $9,039,860 across 4 Banks - Diversified names. C ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,730	$6,785,550
2	BAC	Bank Of America Corp /De/	23,502	$1,339,143
3	WFC	Wells Fargo & Company/Mn	7,985	$659,880
4	C	Citigroup Inc This page	1,824	$255,287

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,287	1,824	-3.6%	Shares	Sole	2026-08-05
2026-03-31	$214,571	1,892	+8.2%	Shares	Sole	2026-05-04
2025-12-31	$204,090	1,749	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.