Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$100,911
+$19,143 QoQ
Shares Held
721
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,356
of 2,621 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, 2026Hartford Financial Management Inc. holds $13,481,636 across 7 Banks - Diversified names. C ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,642 | $9,375,385 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,307 | $3,379,312 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,400 | $528,896 | |
| 4 | C |
Citigroup Inc
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|
721 | $100,911 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
280 | $40,490 | |
| 6 | ING |
Ing Groep NV
|
1,124 | $35,271 | |
| 7 | TD |
Toronto Dominion Bank
|
176 | $21,371 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,911 | 721 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $81,768 | 721 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $84,133 | 721 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $73,181 | 721 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $61,371 | 721 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $51,183 | 721 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $50,751 | 721 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $45,134 | 721 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $45,754 | 721 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $45,596 | 721 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $37,088 | 721 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $29,654 | 721 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $33,194 | 721 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $33,807 | 721 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $32,610 | 721 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $37,252 | 894 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $57,073 | 1,241 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $66,269 | 1,241 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $74,943 | 1,241 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $334,407 | 4,765 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $337,123 | 4,765 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $346,653 | 4,765 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $298,681 | 4,844 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $186,235 | 4,320 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $220,752 | 4,320 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $181,116 | 4,300 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||