Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,211,984
+$1,405,215 QoQ
Shares Held
44,384
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#701
of 2,617 holders
Holding Since
Mar 2021
19 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, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $19,133,632 across 7 Banks - Diversified names. C ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,309 | $11,885,024 | |
| 2 | C |
Citigroup Inc
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|
44,384 | $6,211,984 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,307 | $473,332 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,411 | $447,165 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,238 | $44,513 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 7 | TD |
Toronto Dominion Bank
|
264 | $32,057 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,211,984 | 44,384 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,806,769 | 42,384 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,518,470 | 38,722 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,886,638 | 38,292 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,224,686 | 37,884 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,712,527 | 38,210 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,181,526 | 30,992 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,725,944 | 27,571 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $974,809 | 15,361 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $565,681 | 8,945 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $165,379 | 3,215 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $132,232 | 3,215 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $150,320 | 3,265 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $153,095 | 3,265 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $158,983 | 3,515 | Shares | Sole | 2023-01-18 | |
| 2022-06-30 | $200,976 | 4,370 | Shares | Sole | 2022-07-22 | |
| 2021-09-30 | $203,872 | 2,905 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $205,528 | 2,905 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $211,338 | 2,905 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||