Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$812,187
+$185,484 QoQ
Shares Held
5,803
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,457
of 2,621 holders
Holding Since
Mar 2024
10 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, 2026Main Street Research LLC holds $171,527,860 across 8 Banks - Diversified names. C ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
226,299 | $74,074,451 | |
| 2 | RY |
Royal Bank Of Canada
|
227,136 | $47,010,337 | |
| 3 | BCS |
Barclays PLC
|
1,621,490 | $43,553,221 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
48,542 | $4,011,510 | |
| 5 | C |
Citigroup Inc
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|
5,803 | $812,187 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,772 | $739,039 | |
| 7 | BAC |
Bank Of America Corp /De/
|
11,869 | $676,295 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
32,721 | $650,820 |
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,187 | 5,803 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $626,703 | 5,526 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $553,110 | 4,740 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $496,741 | 4,894 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $393,084 | 4,618 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $406,772 | 5,730 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $403,334 | 5,730 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $384,489 | 6,142 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $373,652 | 5,888 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $543,674 | 8,597 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||