Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$505,675
+$116,906 QoQ
Shares Held
3,613
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,716
of 2,621 holders
Holding Since
Dec 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, 2026Modera Wealth Management, LLC holds $88,527,579 across 9 Banks - Diversified names. C ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,295 | $67,199,212 | |
| 2 | TD |
Toronto Dominion Bank
|
97,141 | $11,795,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
77,360 | $4,407,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,880 | $1,642,883 | |
| 5 | RY |
Royal Bank Of Canada
|
7,704 | $1,594,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,171 | $747,778 | |
| 7 | C |
Citigroup Inc
This page
|
3,613 | $505,675 | |
| 8 | BCS |
Barclays PLC
|
14,577 | $391,538 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,675 | 3,613 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $388,769 | 3,428 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $802,010 | 6,873 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $680,862 | 6,708 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $590,988 | 6,943 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $492,102 | 6,932 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $537,286 | 7,633 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $442,331 | 7,066 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $523,989 | 8,257 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $563,594 | 8,912 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $435,028 | 8,457 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $359,393 | 8,738 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $405,520 | 8,808 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $288,139 | 6,145 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $270,746 | 5,986 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $246,936 | 5,926 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $314,249 | 6,833 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $282,966 | 5,299 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,040,096 | 17,223 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $346,829 | 4,942 | Shares | Sole | 2021-11-04 | |
| 2020-12-31 | $278,888 | 4,523 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||