Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$80,828,579
+$321,429 QoQ
Shares Held
577,512
-18.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#204
of 2,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,422,377,196 across 18 Banks - Diversified names. C ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,913,920 | $953,813,433 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,345,544 | $190,629,097 | |
| 3 | C |
Citigroup Inc
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|
577,512 | $80,828,579 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
833,739 | $68,900,190 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
293,710 | $42,473,403 | |
| 6 | RY |
Royal Bank Of Canada
|
184,927 | $38,274,341 | |
| 7 | BCS |
Barclays PLC
|
369,624 | $9,928,100 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
349,345 | $6,948,472 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,828,579 | 577,512 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $80,507,150 | 709,877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,206,254 | 678,775 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,619,677 | 360,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,713,645 | 302,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,601,405 | 304,288 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $20,121,685 | 285,860 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $4,459,436 | 71,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,886,044 | 108,510 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,671,559 | 26,432 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,214,498 | 23,610 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||