Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,217,652
+$1,202,002 QoQ
Shares Held
8,700
+6204.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,248
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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,222,925 across 10 Banks - Diversified names. C ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
276,622 | $13,709,386 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
38,707 | $12,669,962 | |
| 3 | BCS |
Barclays PLC
|
396,837 | $10,659,041 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,390 | $1,389,742 | |
| 5 | C |
Citigroup Inc
This page
|
8,700 | $1,217,652 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
12,324 | $1,018,455 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,714 | $448,254 | |
| 8 | RY |
Royal Bank Of Canada
|
2,083 | $431,118 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,652 | 8,700 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $15,650 | 138 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $16,103 | 138 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $14,819 | 146 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,170 | 49 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,478 | 49 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $563 | 8 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||