Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,153,970
+$182,387 QoQ
Shares Held
8,245
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,271
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Manchester Capital Management LLC holds $9,993,300 across 15 Banks - Diversified names. C ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,288 | $4,349,561 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
8,411 | $1,216,314 | |
| 3 | C |
Citigroup Inc
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|
8,245 | $1,153,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,483 | $882,221 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,695 | $718,554 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,981 | $378,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,305 | $230,593 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,927 | $221,605 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,970 | 8,245 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $971,583 | 8,567 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,054,294 | 9,035 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $915,124 | 9,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,084,854 | 12,745 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $905,264 | 12,752 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $877,481 | 12,466 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $780,371 | 12,466 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $792,996 | 12,496 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $793,219 | 12,543 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $634,923 | 12,343 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $489,940 | 11,912 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $619,053 | 13,446 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $622,980 | 13,286 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $640,547 | 14,162 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $640,842 | 15,379 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $911,475 | 19,819 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $360,930 | 6,759 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $321,274 | 5,320 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $314,897 | 4,487 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $318,870 | 4,507 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $310,788 | 4,272 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $263,411 | 4,272 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $163,171 | 3,785 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $431,488 | 8,444 | Shares | Sole | 2020-09-28 | |
| 2020-03-31 | $159,424 | 3,785 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||