Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$344,161
+$12,551 QoQ
Shares Held
2,459
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,926
of 2,617 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $25,978,772 across 7 Banks - Diversified names. C ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,774 | $17,929,173 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
114,162 | $2,270,682 | |
| 3 | BAC |
Bank Of America Corp /De/
|
26,751 | $1,524,271 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
14,905 | $1,417,316 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
16,380 | $1,353,643 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,880 | $1,139,526 | |
| 7 | C |
Citigroup Inc
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|
2,459 | $344,161 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,161 | 2,459 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $331,610 | 2,924 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $310,512 | 2,661 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $211,323 | 2,082 | Shares | Sole | 2025-10-28 | |
| 2022-03-31 | $1,205,611 | 22,577 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||