Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$176,412,721
+$87,919,919 QoQ
Shares Held
1,260,451
+61.5% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#122
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Dec 31, 2020CallValue
$152,300
CallShares
2,470
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $3,891,186,713 across 19 Banks - Diversified names. C ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,975,997 | $2,610,783,097 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,976,270 | $397,507,864 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,214,004 | $265,605,289 | |
| 4 | C |
Citigroup Inc
This page
|
1,260,451 | $176,412,721 | |
| 5 | TD |
Toronto Dominion Bank
|
629,309 | $76,416,991 | |
| 6 | RY |
Royal Bank Of Canada
|
364,198 | $75,378,060 | |
| 7 | BNS |
Bank Of Nova Scotia
|
642,680 | $55,810,331 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
480,915 | $55,305,225 |
All Filings in C
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,412,721 | 1,260,451 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $88,492,802 | 780,291 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $50,516,850 | 432,915 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $45,633,080 | 449,587 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $23,293,938 | 273,660 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $45,309,579 | 638,253 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,013,524 | 525,835 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $65,228,824 | 1,041,994 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $177,630,504 | 2,799,094 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $255,612,727 | 4,041,947 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $235,576,938 | 4,579,645 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $135,677,422 | 3,298,746 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $174,939,062 | 3,799,719 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $143,085,209 | 3,051,508 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $99,755,714 | 2,205,521 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,471,503 | 251,296 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $15,737,914 | 342,203 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $24,957,664 | 467,372 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $101,346,497 | 1,678,200 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $148,692,260 | 2,118,727 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $169,006,255 | 2,388,781 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $163,008,742 | 2,240,670 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $152,300 | 2,470 | Call | Defined | 2021-02-10 | |
| 2020-12-31 | $163,646,009 | 2,654,006 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $106,481 | 2,470 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $104,209,069 | 2,417,283 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $186,199,099 | 3,643,818 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $127,750 | 2,500 | Call | Defined | 2020-08-13 | |
| 2020-03-31 | $149,482,489 | 3,548,967 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||