Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$34,280,962
+$5,249,250 QoQ
Shares Held
244,934
-4.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#326
of 2,621 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, 2026KLCM Advisors, Inc. holds $76,543,232 across 6 Banks - Diversified names. C ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
244,934 | $34,280,962 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
231,179 | $19,104,632 | |
| 3 | BAC |
Bank Of America Corp /De/
|
301,505 | $17,179,754 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
15,506 | $5,075,578 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,779 | $667,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,622 | $234,557 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,280,962 | 244,934 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,031,712 | 255,989 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $30,091,667 | 257,877 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27,260,870 | 268,580 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,953,527 | 387,142 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $27,840,574 | 392,176 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,750,575 | 436,860 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $28,563,503 | 456,286 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,754,617 | 468,872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,699,998 | 501,265 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $25,704,825 | 499,705 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $21,887,946 | 532,165 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $22,339,252 | 485,214 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,550,878 | 459,605 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,880,690 | 483,765 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,078,362 | 433,846 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,601,029 | 426,202 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $21,495,956 | 402,546 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $21,249,066 | 351,864 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $23,912,992 | 340,738 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $22,780,792 | 321,990 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $21,991,743 | 302,292 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $19,208,199 | 311,518 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $12,272,382 | 284,676 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,760,183 | 288,849 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $12,518,906 | 297,220 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||