Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,359,305
+$846,870 QoQ
Shares Held
16,857
+26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#996
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, 2026WHITTIER TRUST CO holds $247,134,147 across 6 Banks - Diversified names. C ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
676,814 | $221,541,526 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
66,628 | $9,635,074 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
96,701 | $7,991,370 | |
| 4 | BAC |
Bank Of America Corp /De/
|
97,182 | $5,537,429 | |
| 5 | C |
Citigroup Inc
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|
16,857 | $2,359,305 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2,945 | $69,443 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,359,305 | 16,857 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,512,435 | 13,336 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,220,726 | 19,031 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,217,165 | 21,844 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,068,490 | 36,049 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,717,993 | 38,287 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,900,911 | 41,212 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,250,594 | 35,952 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,420,871 | 38,148 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,796,599 | 44,222 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,594,067 | 50,429 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,041,275 | 73,943 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,652,583 | 79,335 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,592,077 | 97,933 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,833,231 | 106,859 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $14,666,339 | 351,964 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $15,455,582 | 336,064 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $18,043,699 | 337,897 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $20,278,237 | 335,788 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $23,314,778 | 332,214 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $23,394,902 | 330,670 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $23,612,539 | 324,571 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $18,832,690 | 305,428 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $12,455,340 | 288,920 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $14,548,885 | 284,714 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $9,054,156 | 214,961 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||