Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$396,226
+$69,379 QoQ
Shares Held
2,831
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,839
of 2,617 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WealthTrust Axiom LLC holds $9,445,096 across 7 Banks - Diversified names. C ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
26,340 | $3,198,466 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,574 | $1,818,326 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,508 | $1,802,933 | |
| 4 | BAC |
Bank Of America Corp /De/
|
22,891 | $1,304,329 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,502 | $537,325 | |
| 6 | C |
Citigroup Inc
This page
|
2,831 | $396,226 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,075 | $387,491 |
All Filings in C
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,226 | 2,831 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $326,847 | 2,882 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $336,300 | 2,882 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,523 | 2,882 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $245,230 | 2,881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $205,232 | 2,891 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||