Tradition Wealth Management, LLC

Position in C — Citigroup Inc

CIK 1843010 EDINA, MN

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$356,618

+$75,475 QoQ

Shares Held

2,548

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,901

of 2,621 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $9,810,931 across 5 Banks - Diversified names. C ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,691	$5,136,135
2	WFC	Wells Fargo & Company/Mn	32,999	$2,727,037
3	BMO	Bank Of Montreal /Can/	5,031	$888,977
4	BAC	Bank Of America Corp /De/	12,323	$702,164
5	C	Citigroup Inc This page	2,548	$356,618

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,618	2,548	+2.8%	Shares	Sole	2026-08-11
2026-03-31	$281,143	2,479	-11.4%	Shares	Sole	2026-05-15
2025-12-31	$326,381	2,797	+180.0%	Shares	Sole	2026-02-11
2023-12-31	$51,388	999	-58.1%	Shares	Sole	2024-02-12
2023-09-30	$98,012	2,383	-42.3%	Shares	Sole	2023-11-13
2023-06-30	$190,007	4,127	-63.9%	Shares	Sole	2023-08-14
2023-03-31	$536,046	11,432	-12.0%	Shares	Sole	2023-05-12
2022-12-31	$587,763	12,995	-42.8%	Shares	Sole	2023-02-03
2022-09-30	$947,117	22,729	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$1,063,840	23,132	+13.8%	Shares	Sole	2022-08-02
2022-03-31	$1,085,194	20,322	-10.8%	Shares	Sole	2022-05-11
2021-12-31	$1,376,046	22,786	+11.0%	Shares	Sole	2022-02-14
2021-09-30	$1,440,093	20,520	+35.8%	Shares	Sole	2021-11-12
2021-06-30	$1,068,678	15,105	+42.6%	Shares	Sole	2021-08-09
2021-03-31	$770,786	10,595	+80.1%	Shares	Sole	2021-05-14
2020-12-31	$362,684	5,882	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.