Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,689,036
+$295,341 QoQ
Shares Held
12,068
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,119
of 2,617 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $244,287,702 across 13 Banks - Diversified names. C ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,734 | $122,334,349 | |
| 2 | BCS |
Barclays PLC
|
2,283,137 | $61,325,059 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
986,652 | $19,624,507 | |
| 4 | ING |
Ing Groep NV
|
618,799 | $19,417,912 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
129,640 | $10,713,449 | |
| 6 | RY |
Royal Bank Of Canada
|
19,105 | $3,954,161 | |
| 7 | BAC |
Bank Of America Corp /De/
|
52,042 | $2,965,352 | |
| 8 | C |
Citigroup Inc
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|
12,068 | $1,689,036 |
All Filings in C
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,689,036 | 12,068 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,393,695 | 12,289 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,454,190 | 12,462 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $240,656 | 2,371 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $243,284 | 3,847 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $307,570 | 7,478 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $350,778 | 7,619 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $347,830 | 7,418 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $333,299 | 7,369 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $348,736 | 8,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $385,856 | 8,390 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $812,801 | 15,221 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,902,526 | 31,504 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,676,454 | 38,137 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,776,300 | 39,241 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,322,471 | 31,924 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,132,757 | 34,589 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,561,875 | 36,230 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,685,584 | 32,986 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,415,948 | 33,617 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||