Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$451,510
+$185,337 QoQ
Shares Held
3,226
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,772
of 2,617 holders
Holding Since
Mar 2020
19 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, 2026SUMMITRY LLC holds $102,453,426 across 6 Banks - Diversified names. C ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
873,433 | $72,180,503 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
84,829 | $27,767,076 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,625 | $947,292 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
29,836 | $747,690 | |
| 5 | C |
Citigroup Inc
This page
|
3,226 | $451,510 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,485 | $359,355 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,510 | 3,226 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $266,173 | 2,347 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $277,955 | 2,382 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $221,270 | 2,180 | Shares | Sole | 2025-11-07 | |
| 2023-12-31 | $239,864 | 4,663 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $216,434 | 4,701 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $237,028 | 5,055 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $327,374 | 7,238 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $282,439 | 6,778 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $243,011 | 5,284 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $505,644 | 9,469 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $33,976,319 | 562,615 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $38,130,969 | 543,331 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $37,276,264 | 526,873 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $37,519,430 | 515,731 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $29,723,757 | 482,059 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $19,372,168 | 449,366 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,533,311 | 440,965 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $18,054,148 | 428,636 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||