Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$21,281,617
+$4,390,899 QoQ
Shares Held
152,055
+2.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#404
of 2,621 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $103,976,826 across 6 Banks - Diversified names. C ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
171,069 | $55,996,014 | |
| 2 | C |
Citigroup Inc
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|
152,055 | $21,281,617 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
219,282 | $18,121,463 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
70,388 | $8,094,620 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,890 | $273,312 | |
| 6 | BAC |
Bank Of America Corp /De/
|
3,682 | $209,800 |
All Filings in C
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,281,617 | 152,055 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $16,890,718 | 148,935 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,196,955 | 147,373 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $12,270,538 | 120,892 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $10,777,043 | 126,610 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,148,303 | 114,781 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,923,006 | 69,939 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,116,290 | 49,781 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $734,803 | 11,579 | Shares | Sole | 2024-07-19 | |
| 2021-12-31 | $9,604,727 | 159,045 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $11,163,532 | 159,070 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $11,641,841 | 164,549 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $11,978,214 | 164,649 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $9,293,641 | 150,724 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $290,302 | 6,734 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $356,882 | 6,984 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $342,182 | 8,124 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||