Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,848,762
+$2,015,790 QoQ
Shares Held
98,948
-5.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#493
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026WEDBUSH SECURITIES INC holds $70,131,364 across 16 Banks - Diversified names. C ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
89,166 | $29,186,706 | |
| 2 | BAC |
Bank Of America Corp /De/
|
243,184 | $13,856,624 | |
| 3 | C |
Citigroup Inc
This page
|
98,948 | $13,848,762 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
51,280 | $4,237,779 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,774 | $2,545,939 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,075 | $2,179,995 | |
| 7 | RY |
Royal Bank Of Canada
|
7,610 | $1,575,041 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,033 | $535,931 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,848,762 | 98,948 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,832,972 | 104,338 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,946,955 | 102,382 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,499,980 | 54,187 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,644,317 | 54,562 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,866,186 | 54,461 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,293,336 | 46,787 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,052,751 | 48,766 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,475,958 | 54,774 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,833,369 | 76,429 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,314,690 | 64,438 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,769,488 | 67,335 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,078,925 | 66,875 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,430,472 | 73,160 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,068,719 | 67,847 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,672,547 | 64,136 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,137,017 | 46,467 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,005,704 | 37,560 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,398,751 | 39,721 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,322,391 | 47,341 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,470,216 | 49,049 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,915,114 | 53,816 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,356,460 | 38,217 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,795,531 | 41,650 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,189,226 | 42,842 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,747,895 | 41,498 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||