Cohen Investment Advisors LLC

Position in C — Citigroup Inc

CIK 1845081 BEDFORD, NH

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$919,537

+$129,410 QoQ

Shares Held

6,570

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,389

of 2,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cohen Investment Advisors LLC holds $18,296,927 across 5 Banks - Diversified names. C ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	22,444	$7,346,593
2	BAC	Bank Of America Corp /De/	90,914	$5,180,278
3	WFC	Wells Fargo & Company/Mn	52,273	$4,319,840
4	C	Citigroup Inc This page	6,570	$919,537
5	BNS	Bank Of Nova Scotia	6,111	$530,679

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$919,537	6,570	-5.7%	Shares	Sole	2026-07-27
2026-03-31	$790,127	6,967	-0.0%	Shares	Sole	2026-04-28
2025-12-31	$813,095	6,968	-1.4%	Shares	Sole	2026-01-15
2025-09-30	$717,605	7,070	-16.8%	Shares	Sole	2025-10-14
2025-06-30	$723,434	8,499	-5.6%	Shares	Sole	2025-07-23
2025-03-31	$639,051	9,002	+3.6%	Shares	Sole	2025-04-29
2024-12-31	$611,829	8,692	+1.1%	Shares	Sole	2025-01-15
2024-09-30	$538,172	8,597	-79.0%	Shares	Sole	2024-10-07
2024-06-30	$2,600,654	40,981	-12.7%	Shares	Sole	2024-07-26
2024-03-31	$2,967,220	46,920	+10.4%	Shares	Sole	2024-04-19
2023-12-31	$2,185,479	42,486	+3.7%	Shares	Sole	2024-01-19
2023-09-30	$1,685,548	40,981	+11.4%	Shares	Sole	2023-10-11
2023-06-30	$1,692,936	36,771	-6.7%	Shares	Sole	2023-07-18
2023-03-31	$1,847,794	39,407	+1.0%	Shares	Sole	2023-05-09
2022-12-31	$1,765,191	39,027	+3.3%	Shares	Sole	2023-01-31
2022-09-30	$1,574,334	37,781	+26.2%	Shares	Sole	2022-10-18
2022-06-30	$1,376,986	29,941	+2.6%	Shares	Sole	2022-08-03
2022-03-31	$1,558,532	29,186	+0.8%	Shares	Sole	2022-05-10
2021-12-31	$1,749,015	28,962	-1.3%	Shares	Sole	2022-01-21
2021-09-30	$2,060,344	29,358	-5.1%	Shares	Sole	2021-10-28
2021-06-30	$2,189,571	30,948	-0.8%	Shares	Sole	2021-08-09
2021-03-31	$2,268,927	31,188	+3.3%	Shares	Sole	2021-08-05
2020-12-31	$1,861,638	30,192	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.