Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,738,528
+$1,073,650 QoQ
Shares Held
55,291
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#633
of 2,621 holders
Holding Since
Mar 2023
14 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, 2026PINKERTON WEALTH, LLC holds $14,783,978 across 2 Banks - Diversified names. C ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
55,291 | $7,738,528 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
21,524 | $7,045,450 |
All Filings in C
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,738,528 | 55,291 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,664,878 | 58,768 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,940,721 | 59,480 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,777,256 | 66,771 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,175,200 | 72,547 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,100,063 | 71,842 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,065,686 | 71,966 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,483,725 | 71,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,453,876 | 70,184 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,109,967 | 64,990 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,509,551 | 48,786 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,086,319 | 50,725 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,230,407 | 48,445 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,123,179 | 45,280 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||