Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,374,966
+$260,827 QoQ
Shares Held
9,824
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,204
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, 2026Westside Investment Management, Inc. holds $6,958,413 across 13 Banks - Diversified names. C ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
41,432 | $2,360,794 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
7,028 | $2,300,474 | |
| 3 | C |
Citigroup Inc
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|
9,824 | $1,374,966 | |
| 4 | RY |
Royal Bank Of Canada
|
1,438 | $297,622 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,793 | $148,173 | |
| 6 | UBS |
UBS Group AG
|
2,095 | $103,828 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,288 | $100,574 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,020 | $96,991 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,966 | 9,824 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,114,139 | 9,824 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,204,823 | 10,325 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,040,679 | 10,253 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $899,888 | 10,572 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $730,415 | 10,289 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $728,254 | 10,346 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $657,049 | 10,496 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $666,076 | 10,496 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $667,751 | 10,559 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $554,728 | 10,784 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $453,828 | 11,034 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $505,703 | 10,984 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $515,039 | 10,984 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $519,421 | 11,484 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $452,619 | 10,862 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $561,629 | 12,212 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $620,080 | 11,612 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $656,560 | 10,872 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $704,747 | 10,042 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $625,076 | 8,835 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $679,121 | 9,335 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $745,161 | 12,085 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $559,783 | 12,985 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $354,378 | 6,935 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $388,978 | 9,235 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||