Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,066,509
+$392,464 QoQ
Shares Held
14,765
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,050
of 2,621 holders
Holding Since
Jun 2020
25 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, 2026EXCALIBUR MANAGEMENT CORP holds $18,218,327 across 6 Banks - Diversified names. C ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,718 | $11,036,912 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,449 | $2,874,584 | |
| 3 | C |
Citigroup Inc
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|
14,765 | $2,066,509 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,671 | $1,460,331 | |
| 5 | RY |
Royal Bank Of Canada
|
2,790 | $577,446 | |
| 6 | TD |
Toronto Dominion Bank
|
1,668 | $202,545 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066,509 | 14,765 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,674,045 | 14,761 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,714,992 | 14,697 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,489,309 | 14,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,249,816 | 14,683 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,061,939 | 14,959 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,067,675 | 15,168 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $955,338 | 15,261 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $959,261 | 15,116 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $944,742 | 14,939 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $736,260 | 14,313 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $576,560 | 14,018 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $639,035 | 13,880 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $650,270 | 13,868 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $612,549 | 13,543 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $541,543 | 12,996 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $550,316 | 11,966 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $584,623 | 10,948 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $666,705 | 11,040 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $639,760 | 9,116 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $632,363 | 8,938 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $559,011 | 7,684 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $423,974 | 6,876 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $262,367 | 6,086 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $233,016 | 4,560 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||