Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$387,689
+$168,500 QoQ
Shares Held
2,770
-20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,847
of 2,621 holders
Holding Since
Mar 2024
2 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, 2026ASPIRIANT, LLC holds $20,248,594 across 8 Banks - Diversified names. C ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,003 | $8,838,891 | |
| 2 | RY |
Royal Bank Of Canada
|
29,286 | $6,061,323 | |
| 3 | BAC |
Bank Of America Corp /De/
|
36,398 | $2,073,958 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
23,728 | $1,960,881 | |
| 5 | TD |
Toronto Dominion Bank
|
4,240 | $514,863 | |
| 6 | C |
Citigroup Inc
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|
2,770 | $387,689 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,435 | $207,515 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,689 | 2,770 | Shares | Sole | 2026-07-20 | |
| 2024-03-31 | $219,189 | 3,466 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||