Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$94,724,368
+$15,724,550 QoQ
Shares Held
676,796
-2.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#183
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $903,140,538 across 17 Banks - Diversified names. C ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,785,762 | $584,533,475 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,948,232 | $111,010,259 | |
| 3 | C |
Citigroup Inc
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|
676,796 | $94,724,368 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
291,651 | $24,102,038 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
240,037 | $22,825,118 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
148,584 | $21,486,732 | |
| 7 | RY |
Royal Bank Of Canada
|
75,613 | $15,649,622 | |
| 8 | BCS |
Barclays PLC
|
274,427 | $7,371,109 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,724,368 | 676,796 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $78,999,818 | 696,586 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $56,612,620 | 485,154 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $54,625,371 | 538,181 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $51,584,933 | 606,026 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $44,910,332 | 632,629 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $44,637,396 | 634,144 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $39,999,647 | 638,972 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $43,395,851 | 683,830 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $42,604,029 | 673,688 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $35,793,803 | 695,836 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $28,855,861 | 701,577 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $31,552,224 | 685,322 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $32,876,267 | 701,136 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $30,498,001 | 674,287 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $28,705,378 | 688,874 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $29,260,631 | 636,239 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $32,304,703 | 604,957 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $38,380,985 | 635,552 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $43,060,201 | 613,568 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $40,095,440 | 566,720 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $40,477,081 | 556,386 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $31,865,703 | 516,797 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $21,232,709 | 492,524 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $25,885,522 | 506,566 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $20,858,455 | 495,215 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||