Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,891,838
+$361,598 QoQ
Shares Held
13,517
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,079
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $17,968,155 across 7 Banks - Diversified names. C ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,096 | $7,232,682 | |
| 2 | BAC |
Bank Of America Corp /De/
|
70,287 | $4,004,953 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,229 | $2,828,683 | |
| 4 | C |
Citigroup Inc
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|
13,517 | $1,891,838 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,316 | $1,347,186 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,351 | $345,110 | |
| 7 | SAN |
Banco Santander, S.A.
|
23,022 | $317,703 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,891,838 | 13,517 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $1,530,240 | 13,493 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $3,515,635 | 30,128 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $4,530,249 | 44,633 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $3,892,026 | 45,724 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $3,187,521 | 44,901 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $3,252,298 | 46,204 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $3,033,971 | 48,466 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $1,731,505 | 27,285 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $1,627,480 | 25,735 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $1,280,392 | 24,891 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $2,191,323 | 53,278 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $2,124,331 | 46,141 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $2,152,063 | 45,896 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $2,053,034 | 45,391 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $2,009,368 | 48,221 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $1,916,725 | 41,677 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $2,466,279 | 46,185 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $3,122,525 | 51,706 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $13,904,412 | 198,125 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $14,016,282 | 198,110 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $14,476,522 | 198,990 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $12,323,737 | 199,866 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $8,425,289 | 195,437 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $9,971,449 | 195,136 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $8,241,156 | 195,659 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||