Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,045,094
+$406,661 QoQ
Shares Held
14,612
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,050
of 2,617 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $67,483,226 across 8 Banks - Diversified names. C ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,604 | $37,513,326 | |
| 2 | BAC |
Bank Of America Corp /De/
|
311,456 | $17,746,762 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,828 | $3,590,377 | |
| 4 | RY |
Royal Bank Of Canada
|
13,248 | $2,741,938 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
27,837 | $2,300,448 | |
| 6 | C |
Citigroup Inc
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|
14,612 | $2,045,094 | |
| 7 | TD |
Toronto Dominion Bank
|
9,916 | $1,204,099 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,588 | $341,182 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,045,094 | 14,612 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,638,433 | 14,447 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,690,837 | 14,490 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,215,056 | 11,971 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,018,290 | 11,963 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $439,356 | 6,189 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $362,718 | 5,153 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $339,166 | 5,418 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $328,215 | 5,172 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $216,976 | 3,431 | Shares | Sole | 2024-04-15 | |
| 2022-06-30 | $258,141 | 5,613 | Shares | Sole | 2022-07-26 | |
| 2021-12-31 | $234,674 | 3,886 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,977,601 | 28,179 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,940,105 | 27,422 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,065,808 | 28,396 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,653,659 | 26,819 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,327,485 | 30,793 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,258,898 | 24,636 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $944,582 | 22,426 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||