Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,444,640
+$3,033,006 QoQ
Shares Held
67,481
+19.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#584
of 2,617 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. C ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
724,174 | $237,043,875 | |
| 2 | BAC |
Bank Of America Corp /De/
|
497,155 | $28,327,891 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
245,564 | $20,293,408 | |
| 4 | C |
Citigroup Inc
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|
67,481 | $9,444,640 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,650 | $1,973,926 | |
| 6 | TD |
Toronto Dominion Bank
|
13,524 | $1,642,219 | |
| 7 | BNS |
Bank Of Nova Scotia
|
13,197 | $1,146,027 | |
| 8 | SAN |
Banco Santander, S.A.
|
62,986 | $869,206 |
All Filings in C
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,444,640 | 67,481 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,411,634 | 56,535 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,314,829 | 62,686 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $5,398,650 | 63,424 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,265,860 | 60,091 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,531,787 | 35,968 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,278,327 | 36,395 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,100,523 | 17,342 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $887,193 | 14,029 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $592,537 | 11,519 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $548,962 | 13,347 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $312,105 | 6,779 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $483,764 | 10,317 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $569,626 | 12,594 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $537,126 | 12,890 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $438,008 | 9,524 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $591,511 | 11,077 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $704,207 | 11,661 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $790,858 | 11,269 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $885,224 | 12,512 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $754,854 | 10,376 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $477,741 | 7,748 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $372,314 | 7,286 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $347,153 | 8,242 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||