Covestor Ltd

Position in C — Citigroup Inc

CIK 1909846 LONDON, X0

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$63,541

+$6,496 QoQ

Shares Held

454

-9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,404

of 2,621 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $490,993 across 7 Banks - Diversified names. C ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	743	$243,206
2	BAC	Bank Of America Corp /De/	1,421	$80,968
3	C	Citigroup Inc This page	454	$63,541
4	WFC	Wells Fargo & Company/Mn	727	$60,079
5	BNY	Bank of New York Mellon Corp	289	$41,792
6	NTB	Bank of N.T. Butterfield & Son Ltd	17	$1,011
7	UBS	UBS Group AG	8	$396

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,541	454	-9.7%	Shares	Sole	2026-08-07
2026-03-31	$57,045	503	-62.0%	Shares	Sole	2026-05-05
2025-12-31	$154,614	1,325	+1.3%	Shares	Sole	2026-02-06
2025-09-30	$132,762	1,308	-44.8%	Shares	Sole	2025-10-30
2025-06-30	$201,564	2,368	+32.7%	Shares	Sole	2025-08-11
2025-03-31	$126,646	1,784	-36.6%	Shares	Sole	2025-05-12
2024-12-31	$198,218	2,816	+49.5%	Shares	Sole	2025-02-13
2024-09-30	$117,938	1,884	-24.6%	Shares	Sole	2024-11-01
2024-06-30	$158,523	2,498	-18.3%	Shares	Sole	2024-08-09
2024-03-31	$193,261	3,056	-28.7%	Shares	Sole	2024-05-10
2023-12-31	$220,368	4,284	+13.8%	Shares	Sole	2024-02-09
2023-09-30	$154,895	3,766	-9.7%	Shares	Sole	2023-11-13
2023-06-30	$192,078	4,172	+9.5%	Shares	Sole	2023-08-11
2023-03-31	$178,604	3,809	-24.9%	Shares	Sole	2023-05-15
2022-09-30	$211,391	5,073	-10.1%	Shares	Sole	2022-11-14
2022-06-30	$259,521	5,643	+16.1%	Shares	Sole	2022-08-10
2022-03-31	$259,524	4,860	+208.2%	Shares	Sole	2022-05-13
2021-12-31	$95,235	1,577	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.