Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$386,429
+$310,798 QoQ
Shares Held
2,761
+158.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,852
of 2,621 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Enterprise Financial Services Corp holds $7,273,226 across 6 Banks - Diversified names. C ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,877 | $5,197,017 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,045 | $1,028,203 | |
| 3 | C |
Citigroup Inc
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|
2,761 | $386,429 | |
| 4 | RY |
Royal Bank Of Canada
|
1,177 | $243,603 | |
| 5 | SAN |
Banco Santander, S.A.
|
15,509 | $214,023 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,254 | $203,951 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,429 | 2,761 | Shares | Defined | 2026-08-04 | |
| 2021-06-30 | $75,631 | 1,069 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $93,701 | 1,288 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $73,190 | 1,187 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $52,033 | 1,207 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $61,677 | 1,207 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $54,460 | 1,293 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||