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Citigroup shares owned by Montis Financial

Quarter-by-quarter ownership of Citigroup (C) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Citigroup

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All positions including Citigroup held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Montis Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 1.7k 139.94
2021-12-31 $258k 4.3k 60.46

More positions owned by Montis Financial

Profesionally Managed Portfo Akre Focus Etf (AKRE)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)

View all positions for Montis Financial

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Fisher Investments
Franklin Resources
Vanguard Portfolio Management
FMR
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of New York Mellon
Susquehanna International

View all funds holding Citigroup