Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$46,746
+$32,910 QoQ
Shares Held
334
+173.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,437
of 2,617 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $5,641,218 across 18 Banks - Diversified names. C ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,993 | $4,907,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,753 | $384,785 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
347 | $50,179 | |
| 4 | C |
Citigroup Inc
This page
|
334 | $46,746 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
412 | $34,047 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
324 | $30,809 | |
| 7 | RY |
Royal Bank Of Canada
|
137 | $28,354 | |
| 8 | TD |
Toronto Dominion Bank
|
185 | $22,464 |
All Filings in C
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,746 | 334 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,836 | 122 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,834 | 50 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,075 | 50 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,256 | 50 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,549 | 50 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,405 | 91 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,650 | 250 | Shares | Sole | 2024-11-13 | |
| 2023-09-30 | $5,017 | 122 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $20,810 | 452 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $21,194 | 452 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $35,596 | 787 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $32,794 | 787 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $36,194 | 787 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $306,836 | 5,746 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $283,953 | 4,702 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $437,502 | 6,234 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $371,366 | 5,249 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $236,946 | 3,257 | Shares | Sole | 2021-05-12 | |
| 2020-03-31 | $1,807,706 | 42,918 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||