Position in C
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,237,188
-$3,576 QoQ
Shares Held
10,909
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $18,059,149 across 19 Banks - Diversified names. C ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,730 | $11,686,976 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,338 | $2,843,977 | |
| 3 | C |
Citigroup Inc
This page
|
10,909 | $1,237,188 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,598 | $1,162,145 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,917 | $346,043 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
7,443 | $126,307 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
5,033 | $99,401 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,180 | $97,338 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,237,188 | 10,909 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,240,764 | 10,633 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,053,772 | 10,382 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $819,960 | 9,633 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $668,512 | 9,417 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $616,334 | 8,756 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $565,527 | 9,034 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $568,664 | 8,961 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $557,270 | 8,812 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $417,075 | 8,108 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $308,186 | 7,493 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $390,142 | 8,474 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $378,542 | 8,073 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $350,894 | 7,758 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $357,695 | 8,584 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $393,673 | 8,560 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $429,762 | 8,048 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $482,757 | 7,994 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $630,215 | 8,980 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $606,044 | 8,566 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $629,723 | 8,656 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $578,678 | 9,385 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $281,593 | 6,532 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $395,411 | 7,738 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $340,287 | 8,079 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||