COWA, LLC

Position in C — Citigroup Inc

CIK 1844480 Tulsa, OK

Position in C

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$654,313

+$124,122 QoQ

Shares Held

4,675

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,572

of 2,621 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Jun 30, 2026

COWA, LLC holds $3,048,194 across 4 Banks - Diversified names. C ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	19,798	$1,128,090
2	JPM	Jpmorgan Chase & Co	2,074	$678,882
3	C	Citigroup Inc This page	4,675	$654,313
4	WFC	Wells Fargo & Company/Mn	7,102	$586,909

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,313	4,675	0.0%	Shares	Sole	2026-08-06
2026-03-31	$530,191	4,675	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$550,660	4,719	-17.5%	Shares	Sole	2026-02-12
2025-09-30	$580,478	5,719	-18.5%	Shares	Sole	2025-11-10
2025-06-30	$597,457	7,019	+2.1%	Shares	Sole	2025-08-12
2025-03-31	$488,056	6,875	+14.4%	Shares	Sole	2025-05-13
2024-12-31	$423,043	6,010	-9.1%	Shares	Sole	2025-02-03
2024-09-30	$413,786	6,610	0.0%	Shares	Sole	2024-11-01
2024-06-30	$419,470	6,610	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$417,384	6,600	0.0%	Shares	Sole	2024-05-07
2023-12-31	$339,504	6,600	+3.1%	Shares	Sole	2024-01-16
2023-09-30	$263,232	6,400	0.0%	Shares	Sole	2023-10-30
2023-06-30	$294,656	6,400	0.0%	Shares	Sole	2023-07-25
2023-03-31	$300,096	6,400	0.0%	Shares	Sole	2023-05-04
2022-12-31	$289,472	6,400	-5.2%	Shares	Sole	2023-01-27
2022-09-30	$281,272	6,750	0.0%	Shares	Sole	2022-11-04
2022-06-30	$310,432	6,750	+8.0%	Shares	Sole	2022-08-12
2022-03-31	$333,750	6,250	+635.3%	Shares	Sole	2022-05-18
2021-03-31	$61,837	850	-54.1%	Shares	Sole	2021-05-05
2020-12-31	$114,071	1,850	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.