Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,505,969
+$575,894 QoQ
Shares Held
10,760
+31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,167
of 2,617 holders
Holding Since
Jun 2020
21 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, 2026MATHER GROUP, LLC. holds $29,547,648 across 18 Banks - Diversified names. C ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,077 | $12,791,074 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,948 | $7,575,377 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,649 | $2,532,833 | |
| 4 | C |
Citigroup Inc
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|
10,760 | $1,505,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,358 | $1,353,260 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,521 | $1,221,589 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,661 | $770,146 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,744 | $544,904 |
All Filings in C
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505,969 | 10,760 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $930,075 | 8,201 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $949,856 | 8,140 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $744,198 | 7,332 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $611,672 | 7,186 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $441,415 | 6,218 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $335,619 | 4,768 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $257,286 | 4,110 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $356,772 | 5,622 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $188,644 | 2,983 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $299,306 | 6,501 | Shares | Sole | 2023-08-08 | |
| 2022-09-30 | $256,103 | 6,146 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $274,146 | 5,961 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $285,369 | 5,344 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $350,322 | 5,801 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $403,605 | 5,751 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $490,368 | 6,931 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $502,702 | 6,910 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $437,662 | 7,098 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $304,529 | 7,064 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $436,956 | 8,551 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||