Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$350,319
+$66,454 QoQ
Shares Held
2,503
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,915
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Obermeyer Wealth Partners holds $14,542,683 across 6 Banks - Diversified names. C ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,759 | $11,050,333 | |
| 2 | RY |
Royal Bank Of Canada
|
7,684 | $1,590,357 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,340 | $937,137 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,231 | $412,022 | |
| 5 | C |
Citigroup Inc
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|
2,503 | $350,319 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,761 | $202,515 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,319 | 2,503 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $283,865 | 2,503 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $294,408 | 2,523 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $254,054 | 2,503 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||