Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,417
+$1,632 QoQ
Shares Held
53
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,551
of 2,617 holders
Holding Since
Dec 2020
9 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $613,270 across 13 Banks - Diversified names. C ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,206 | $394,759 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,097 | $176,467 | |
| 3 | SAN |
Banco Santander, S.A.
|
952 | $13,137 | |
| 4 | ING |
Ing Groep NV
|
253 | $7,939 | |
| 5 | C |
Citigroup Inc
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|
53 | $7,417 | |
| 6 | BCS |
Barclays PLC
|
118 | $3,169 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
37 | $3,057 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
13 | $1,879 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,417 | 53 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $5,785 | 57 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,064 | 15 | Shares | Sole | 2025-04-18 | |
| 2022-03-31 | $217,711 | 4,077 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $230,025 | 3,809 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $293,633 | 4,184 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $292,126 | 4,129 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $284,016 | 3,904 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $232,951 | 3,778 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||