Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$503,576
+$90,651 QoQ
Shares Held
3,598
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,718
of 2,621 holders
Holding Since
Mar 2020
25 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, 2026FOSTER & MOTLEY INC holds $21,174,763 across 6 Banks - Diversified names. C ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,479 | $16,523,291 | |
| 2 | TD |
Toronto Dominion Bank
|
16,839 | $2,044,759 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,772 | $972,838 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,893 | $791,623 | |
| 5 | C |
Citigroup Inc
This page
|
3,598 | $503,576 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,342 | $338,676 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,576 | 3,598 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $412,925 | 3,641 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $426,268 | 3,653 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $377,884 | 3,723 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $354,269 | 4,162 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $303,269 | 4,272 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $301,058 | 4,277 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $321,388 | 5,134 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $361,722 | 5,700 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $435,533 | 6,887 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $382,199 | 7,430 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $222,235 | 4,827 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $226,338 | 4,827 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $227,009 | 5,019 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $291,189 | 6,988 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $384,844 | 8,368 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,972,489 | 36,938 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,514,873 | 107,880 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $7,658,181 | 109,122 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,924,424 | 112,006 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $8,587,846 | 118,046 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,698,497 | 124,854 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,608,136 | 130,089 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,479,684 | 126,804 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,153,216 | 51,121 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||