Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,107,937
+$177,699 QoQ
Shares Held
15,061
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,039
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, 2026Institute for Wealth Management, LLC. holds $12,427,661 across 12 Banks - Diversified names. C ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,662 | $5,126,642 | |
| 2 | BAC |
Bank Of America Corp /De/
|
78,179 | $4,454,639 | |
| 3 | C |
Citigroup Inc
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|
15,061 | $2,107,937 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,691 | $552,944 | |
| 5 | RY |
Royal Bank Of Canada
|
341 | $70,576 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
354 | $62,551 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
670 | $15,798 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
548 | $10,899 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,107,937 | 15,061 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,930,238 | 17,020 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,011,968 | 17,242 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,781,122 | 17,548 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,507,985 | 17,716 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,255,529 | 17,686 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,258,221 | 17,875 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,121,040 | 17,908 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,132,316 | 17,843 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,038,464 | 16,421 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $821,188 | 15,964 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $669,267 | 16,272 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $770,663 | 16,739 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $781,421 | 16,665 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $758,009 | 16,759 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,107,505 | 26,578 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,233,727 | 26,826 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,473,466 | 27,593 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,649,250 | 27,310 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,838,294 | 26,194 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,800,092 | 25,443 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,884,734 | 25,907 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,643,300 | 26,651 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,190,784 | 27,622 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,425,127 | 27,889 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,215,246 | 28,852 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||