Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,721,941
+$800,210 QoQ
Shares Held
19,448
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#937
of 2,617 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $98,608,222 across 16 Banks - Diversified names. C ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
173,008 | $56,630,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
398,893 | $22,728,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,388 | $3,255,024 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
21,367 | $3,089,881 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
148,216 | $2,948,016 | |
| 6 | C |
Citigroup Inc
This page
|
19,448 | $2,721,941 | |
| 7 | ING |
Ing Groep NV
|
64,263 | $2,016,572 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
4,868 | $860,175 |
All Filings in C
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,721,941 | 19,448 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,921,731 | 16,945 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,777,188 | 15,230 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,081,076 | 10,651 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,062,297 | 12,480 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $847,762 | 11,942 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $849,817 | 12,073 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $723,717 | 11,561 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $56,923 | 897 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $57,358 | 907 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $132,200 | 2,570 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $109,117 | 2,653 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $133,884 | 2,908 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $138,231 | 2,948 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $112,351 | 2,484 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $96,799 | 2,323 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $123,713 | 2,690 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $151,389 | 2,835 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $145,298 | 2,406 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $27,300 | 389 | Shares | Defined | 2021-11-02 | |
| 2020-03-31 | $968 | 23 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||