Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,108,763
+$792,803 QoQ
Shares Held
7,922
+184.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,284
of 2,617 holders
Holding Since
Mar 2020
18 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, 2026WESTWOOD HOLDINGS GROUP INC holds $179,534,757 across 15 Banks - Diversified names. C ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
264,218 | $86,486,477 | |
| 2 | BAC |
Bank Of America Corp /De/
|
722,142 | $41,147,651 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
492,635 | $40,711,356 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
26,096 | $2,481,468 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
65,701 | $1,306,792 | |
| 6 | C |
Citigroup Inc
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|
7,922 | $1,108,763 | |
| 7 | RY |
Royal Bank Of Canada
|
4,971 | $1,028,847 | |
| 8 | TD |
Toronto Dominion Bank
|
7,590 | $921,653 |
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,763 | 7,922 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $315,960 | 2,786 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $325,098 | 2,786 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $282,779 | 2,786 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $235,697 | 2,769 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $221,346 | 3,118 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $220,883 | 3,138 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $224,045 | 3,579 | Shares | Defined | 2024-11-14 | |
| 2022-06-30 | $13,051,870 | 283,798 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $17,148,982 | 321,142 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $18,057,697 | 299,018 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $19,951,963 | 284,297 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,737,918 | 321,384 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $363,750 | 5,000 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $308,300 | 5,000 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $710,021 | 16,470 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,320,577 | 25,843 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $963,410 | 22,873 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||