Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$485,800
-$106,766 QoQ
Shares Held
3,471
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,729
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026Johnson Financial Group, Inc. holds $15,711,626 across 10 Banks - Diversified names. C ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,083 | $11,156,388 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
34,755 | $2,872,153 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,621 | $719,143 | |
| 4 | C |
Citigroup Inc
This page
|
3,471 | $485,800 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,415 | $235,939 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,138 | $201,084 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BCS |
Barclays PLC
|
255 | $6,849 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,800 | 3,471 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $592,566 | 5,225 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $612,621 | 5,250 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $497,654 | 4,903 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $140,107 | 1,646 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $122,670 | 1,728 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $78,696 | 1,118 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $590,129 | 9,427 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $686,510 | 10,818 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $443,691 | 7,016 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $490,685 | 9,539 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $760,369 | 18,487 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $768,084 | 16,683 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $756,288 | 16,129 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $409,285 | 9,049 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $558,085 | 13,393 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $842,030 | 18,309 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $727,308 | 13,620 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $797,932 | 13,213 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,197,550 | 17,064 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $393,794 | 5,566 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $39,576 | 544 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $131,582 | 2,134 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,427 | 845 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $77,212 | 1,511 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $550,676 | 13,074 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||