Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,005,628
+$57,545 QoQ
Shares Held
85,779
-18.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#528
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $76,063,205 across 8 Banks - Diversified names. C ranks #4 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
549,932 | $31,335,125 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
98,532 | $14,248,712 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
38,456 | $12,587,802 | |
| 4 | C |
Citigroup Inc
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|
85,779 | $12,005,628 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
56,071 | $4,633,707 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
27,125 | $639,607 | |
| 7 | TD |
Toronto Dominion Bank
|
3,235 | $392,826 | |
| 8 | UBS |
UBS Group AG
|
4,435 | $219,798 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,005,628 | 85,779 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,948,083 | 105,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,669,433 | 151,422 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,187,083 | 129,922 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,820,072 | 174,108 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,991,239 | 154,828 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,686,033 | 80,779 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,778,530 | 172,181 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,166,545 | 160,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,188,609 | 34,608 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,096,083 | 21,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,240,604 | 30,163 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,388,704 | 30,163 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,414,343 | 30,163 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $759,864 | 16,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,465,242 | 35,163 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,644,878 | 35,766 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,851,164 | 34,666 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,093,479 | 34,666 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,463,388 | 35,101 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,548,254 | 50,152 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,630,370 | 49,902 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,086,206 | 50,052 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,859,679 | 43,138 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,145,283 | 81,121 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,194,591 | 75,845 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||