Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,874,203
+$530,750 QoQ
Shares Held
13,391
+13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,092
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $61,333,681 across 7 Banks - Diversified names. C ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
93,017 | $30,447,254 | |
| 2 | BAC |
Bank Of America Corp /De/
|
283,606 | $16,159,869 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
39,994 | $5,783,531 | |
| 4 | TD |
Toronto Dominion Bank
|
29,985 | $3,641,077 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
36,958 | $3,054,209 | |
| 6 | C |
Citigroup Inc
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|
13,391 | $1,874,203 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,068 | $373,538 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,874,203 | 13,391 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,343,453 | 11,846 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,234,346 | 10,578 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $769,573 | 7,582 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $295,025 | 3,466 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $236,680 | 3,334 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $231,300 | 3,286 | Shares | Other | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||