Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$447,275,627
+$176,748,889 QoQ
Shares Held
3,195,739
+34.0% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#63
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,268,838,547 across 10 Banks - Diversified names. C ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,823,651 | $1,578,925,679 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,362,582 | $818,379,920 | |
| 3 | C |
Citigroup Inc
This page
|
3,195,739 | $447,275,627 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,420,871 | $282,700,778 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
773,311 | $111,828,503 | |
| 6 | FRBT |
Forbright, Inc.
|
1,277,699 | $23,369,114 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
39,603 | $2,356,378 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
12,900 | $1,483,500 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,275,627 | 3,195,739 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $270,526,738 | 2,385,387 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $306,063,515 | 2,622,877 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $326,189,939 | 3,213,694 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $309,716,098 | 3,638,582 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $263,003,182 | 3,704,792 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $256,125,275 | 3,638,660 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $233,389,136 | 3,728,261 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $212,256,374 | 3,344,727 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $185,614,394 | 2,935,079 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $108,026,777 | 2,100,054 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $87,419,963 | 2,125,455 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $99,339,080 | 2,157,669 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $104,067,993 | 2,219,407 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $98,823,523 | 2,184,911 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $93,488,352 | 2,243,541 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $105,625,921 | 2,296,715 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $125,870,848 | 2,357,132 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $141,608,933 | 2,344,907 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $171,803,235 | 2,448,037 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $175,424,766 | 2,479,502 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $179,578,427 | 2,468,432 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $163,445,305 | 2,650,751 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $122,157,961 | 2,833,634 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $152,617,661 | 2,986,647 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $136,348,378 | 3,237,141 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||