Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,192,501
+$826,493 QoQ
Shares Held
29,955
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#799
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026Peloton Wealth Strategists holds $11,159,720 across 2 Banks - Diversified names. C ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,285 | $6,967,219 | |
| 2 | C |
Citigroup Inc
This page
|
29,955 | $4,192,501 |
All Filings in C
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,192,501 | 29,955 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,366,008 | 29,680 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,599,886 | 30,850 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,187,100 | 31,400 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,779,168 | 32,650 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,512,087 | 21,300 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||