Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$148,262,007
+$51,370,174 QoQ
Shares Held
1,059,317
+24.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#138
of 2,635 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $795,043,619 across 9 Banks - Diversified names. C ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
538,373 | $176,225,634 | |
| 2 | C |
Citigroup Inc
This page
|
1,059,317 | $148,262,007 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,271,927 | $129,454,400 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
478,616 | $69,212,659 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
367,582 | $64,951,739 | |
| 6 | RY |
Royal Bank Of Canada
|
290,572 | $60,139,686 | |
| 7 | UBS |
UBS Group AG
|
1,083,128 | $53,679,823 | |
| 8 | TD |
Toronto Dominion Bank
|
390,811 | $47,456,179 |
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,262,007 | 1,059,317 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $96,891,833 | 854,350 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $132,726,473 | 1,137,428 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $38,237,181 | 376,721 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,473,811 | 358,010 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,394,190 | 414,061 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,580,429 | 363,410 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $23,945,130 | 378,639 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||