Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$727,931
+$130,261 QoQ
Shares Held
5,201
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,506
of 2,617 holders
Holding Since
Sep 2025
4 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, 2026WRAPMANAGER INC holds $6,443,094 across 8 Banks - Diversified names. C ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,244 | $2,698,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,745 | $1,182,050 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,794 | $809,376 | |
| 4 | C |
Citigroup Inc
This page
|
5,201 | $727,931 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
12,682 | $317,810 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,364 | $265,809 | |
| 7 | BCS |
Barclays PLC
|
8,880 | $238,516 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,613 | $203,094 |
All Filings in C
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,931 | 5,201 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $597,670 | 5,270 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $603,053 | 5,168 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $588,091 | 5,794 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||