Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$69,276,281
+$2,595,171 QoQ
Shares Held
494,972
-15.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#228
of 2,621 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $175,305,019 across 9 Banks - Diversified names. C ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
300,144 | $98,246,135 | |
| 2 | C |
Citigroup Inc
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|
494,972 | $69,276,281 | |
| 3 | TD |
Toronto Dominion Bank
|
22,810 | $2,769,818 | |
| 4 | RY |
Royal Bank Of Canada
|
10,498 | $2,172,771 | |
| 5 | BNS |
Bank Of Nova Scotia
|
8,700 | $755,508 | |
| 6 | BAC |
Bank Of America Corp /De/
|
12,374 | $705,070 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,993 | $689,195 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,058 | $363,648 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,276,281 | 494,972 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $66,681,110 | 587,965 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $67,691,869 | 580,100 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $58,994,439 | 581,226 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $204,025 | 2,874 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||