Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,028,006
+$195,010 QoQ
Shares Held
7,345
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,325
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $11,797,750 across 6 Banks - Diversified names. C ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,451 | $7,676,215 | |
| 2 | BCS |
Barclays PLC
|
39,467 | $1,060,083 | |
| 3 | C |
Citigroup Inc
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|
7,345 | $1,028,006 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,773 | $725,000 | |
| 5 | BAC |
Bank Of America Corp /De/
|
12,415 | $707,406 | |
| 6 | RY |
Royal Bank Of Canada
|
2,904 | $601,040 |
All Filings in C
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,006 | 7,345 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $832,996 | 7,345 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,094,785 | 9,382 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $941,108 | 9,272 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $783,104 | 9,200 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||