Position in C
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,182,242
+$220,185 QoQ
Shares Held
8,447
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,262
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $129,179,945 across 11 Banks - Diversified names. C ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,591 | $86,281,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
619,974 | $35,326,118 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,695 | $3,571,143 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,982 | $1,899,232 | |
| 5 | C |
Citigroup Inc
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|
8,447 | $1,182,242 | |
| 6 | RY |
Royal Bank Of Canada
|
1,334 | $276,097 | |
| 7 | UBS |
UBS Group AG
|
4,490 | $222,524 | |
| 8 | TD |
Toronto Dominion Bank
|
1,577 | $191,495 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,242 | 8,447 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $962,057 | 8,483 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,035,390 | 8,873 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $885,993 | 8,729 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $730,074 | 8,577 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $639,335 | 9,006 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $591,627 | 8,405 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $517,389 | 8,265 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $495,241 | 7,804 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $440,972 | 6,973 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $344,030 | 6,688 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $2,596,166 | 63,121 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $3,259,447 | 70,796 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,420,906 | 72,956 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,194,685 | 70,632 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,031,659 | 72,754 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,399,994 | 73,929 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $4,137,111 | 77,474 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,689,102 | 77,647 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,333,609 | 75,999 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,414,002 | 76,523 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,669,698 | 77,934 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,892,474 | 79,346 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,596,624 | 83,429 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,332,820 | 84,791 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,132,548 | 74,372 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||