Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,119,120
+$209,913 QoQ
Shares Held
7,996
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,281
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026BSW Wealth Partners holds $8,522,544 across 8 Banks - Diversified names. C ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,347 | $3,714,213 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
9,066 | $1,311,034 | |
| 3 | C |
Citigroup Inc
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|
7,996 | $1,119,120 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,954 | $951,127 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,614 | $533,835 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
13,993 | $329,954 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
3,438 | $284,116 | |
| 8 | BAC |
Bank Of America Corp /De/
|
4,899 | $279,145 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,120 | 7,996 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $909,207 | 8,017 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $936,787 | 8,028 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $816,770 | 8,047 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $675,171 | 7,932 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $558,691 | 7,870 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $558,755 | 7,938 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $494,665 | 7,902 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $481,915 | 7,594 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $483,027 | 7,638 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $389,555 | 7,573 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $316,371 | 7,692 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $359,848 | 7,816 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $364,757 | 7,779 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $347,456 | 7,682 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,526 | 7,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $364,700 | 7,930 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $403,543 | 7,557 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $494,594 | 8,190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $544,737 | 7,762 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $589,489 | 8,332 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $631,906 | 8,686 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $632,693 | 10,261 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $408,898 | 9,485 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $501,291 | 9,810 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $402,161 | 9,548 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||