Gratus Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 2022161 VIRGINIA BEACH, VA

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$418,200

+$79,558 QoQ

Shares Held

2,988

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,814

of 2,621 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gratus Wealth Advisors, LLC holds $3,863,810 across 4 Banks - Diversified names. C ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	43,746	$2,492,647
2	JPM	Jpmorgan Chase & Co	2,213	$724,381
3	C	Citigroup Inc This page	2,988	$418,200
4	WFC	Wells Fargo & Company/Mn	2,766	$228,582

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,200	2,988	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$338,642	2,986	-47.1%	Shares	Sole	2026-05-04
2023-12-31	$290,430	5,646	—	Shares	Sole	2024-05-09
No filing history on record for this holder in this stock.