Octavia Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1841259 CINCINNATI, OH

Position in C

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$291,676

+$18,132 QoQ

Shares Held

2,084

-13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,037

of 2,621 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $9,067,211 across 4 Banks - Diversified names. C ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,913	$4,881,472
2	BAC	Bank Of America Corp /De/	46,570	$2,653,558
3	CM	Canadian Imperial Bank Of Commerce /Can/	10,787	$1,240,505
4	C	Citigroup Inc This page	2,084	$291,676

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,676	2,084	-13.6%	Shares	Sole	2026-07-14
2026-03-31	$273,544	2,412	-6.8%	Shares	Sole	2026-04-10
2025-12-31	$302,110	2,589	-7.9%	Shares	Sole	2026-01-23
2025-09-30	$285,418	2,812	+7.7%	Shares	Sole	2025-10-28
2025-06-30	$222,163	2,610	-11.4%	Shares	Sole	2025-07-16
2025-03-31	$209,207	2,947	—	Shares	Sole	2025-04-14
No filing history on record for this holder in this stock.