Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,082,870
+$87,244 QoQ
Shares Held
7,737
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,292
of 2,617 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. C ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,143 | $6,266,078 | |
| 2 | BAC |
Bank Of America Corp /De/
|
42,208 | $2,405,011 | |
| 3 | C |
Citigroup Inc
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|
7,737 | $1,082,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,550 | $954,492 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,553 | $803,019 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,968 | $377,317 | |
| 7 | UBS |
UBS Group AG
|
6,613 | $327,740 | |
| 8 | RY |
Royal Bank Of Canada
|
1,467 | $303,624 |
All Filings in C
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,870 | 7,737 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $995,626 | 8,779 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,065,613 | 9,132 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $948,517 | 9,345 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $766,250 | 9,002 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $608,455 | 8,571 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $505,048 | 7,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $477,575 | 7,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $507,426 | 7,996 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $362,365 | 5,730 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $242,128 | 4,707 | Shares | Sole | 2024-01-30 | |
| 2022-09-30 | $226,518 | 5,436 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $265,270 | 5,768 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $312,763 | 5,857 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $337,459 | 5,588 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $310,546 | 4,425 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $310,380 | 4,387 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $328,248 | 4,512 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $710,878 | 11,529 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $611,299 | 14,180 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $639,669 | 12,518 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $747,419 | 17,745 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||