Position in C
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,359,979
-$2,036,949 QoQ
Shares Held
188,343
-6.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026&PARTNERS holds $400,697,332 across 17 Banks - Diversified names. C ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
936,618 | $275,515,550 | |
| 2 | BAC |
Bank Of America Corp /De/
|
710,275 | $34,625,906 | |
| 3 | C |
Citigroup Inc
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|
188,343 | $21,359,979 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
162,314 | $19,255,309 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
192,563 | $15,329,940 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
366,517 | $7,238,710 | |
| 7 | RY |
Royal Bank Of Canada
|
32,993 | $5,337,607 | |
| 8 | ING |
Ing Groep NV
|
186,140 | $4,848,947 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,359,979 | 188,343 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,396,928 | 200,505 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,092,745 | 148,697 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,644,671 | 136,803 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,493,349 | 105,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,367,409 | 90,459 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,478,271 | 39,589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,173,121 | 18,486 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $469,809 | 7,429 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||