Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,374,728
+$1,266,274 QoQ
Shares Held
31,257
+14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#782
of 2,617 holders
Holding Since
Mar 2022
15 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, 2026TRUST CO OF TOLEDO NA /OH/ holds $38,901,956 across 8 Banks - Diversified names. C ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
95,364 | $31,215,498 | |
| 2 | C |
Citigroup Inc
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|
31,257 | $4,374,728 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,453 | $1,524,955 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,659 | $835,269 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,230 | $486,450 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,044 | $440,192 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
214 | $20,349 | |
| 8 | BNS |
Bank Of Nova Scotia
|
52 | $4,515 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,374,728 | 31,257 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,108,454 | 27,409 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,104,186 | 26,602 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,511,922 | 24,748 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,948,566 | 22,892 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,268,803 | 17,873 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,213,030 | 17,233 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,033,150 | 16,504 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $936,542 | 14,758 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $759,512 | 12,010 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $289,217 | 6,168 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $288,250 | 6,373 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $282,230 | 6,773 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $355,272 | 7,725 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $420,952 | 7,883 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||