Position in C
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$329,280,831
+$37,617,677 QoQ
Shares Held
2,903,455
+16.2% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,250,535,577 across 19 Banks - Diversified names. C ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,190,378 | $2,115,121,592 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,314,060 | $502,662,316 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,978,547 | $437,704,166 | |
| 4 | C |
Citigroup Inc
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|
2,903,455 | $329,280,831 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,116,407 | $251,069,362 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,086,159 | $86,312,118 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,260,112 | $70,614,063 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
3,162,585 | $68,501,591 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,280,831 | 2,903,455 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $291,663,154 | 2,499,470 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $293,535,767 | 2,891,978 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $283,488,159 | 3,330,453 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $228,501,334 | 3,218,782 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $225,983,575 | 3,210,450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $196,721,877 | 3,142,522 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $208,128,810 | 3,279,685 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $204,387,316 | 3,231,931 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $154,532,550 | 3,004,132 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $118,683,411 | 2,885,568 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $88,697,349 | 1,926,528 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $85,590,145 | 1,825,339 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $83,288,421 | 1,841,442 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $78,956,107 | 1,894,795 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $81,994,927 | 1,782,886 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $83,515,944 | 1,563,969 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $94,867,919 | 1,570,921 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $117,296,185 | 1,671,362 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $111,837,142 | 1,580,737 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $109,070,146 | 1,499,246 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $65,647,983 | 1,064,677 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $48,961,837 | 1,135,742 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $60,322,936 | 1,180,488 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $48,447,729 | 1,150,231 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||