Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$20,923,600
+$3,716,468 QoQ
Shares Held
149,497
-1.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#60
of 961 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. C ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
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|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,923,600 | 149,497 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $17,207,132 | 151,725 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,136,309 | 155,423 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,373,882 | 23,388 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,399,873 | 28,194 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $326,908 | 4,605 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $389,327 | 5,531 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $344,049 | 5,496 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $400,369 | 6,309 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $345,353 | 5,461 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $320,934 | 6,239 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $261,463 | 6,357 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $287,934 | 6,254 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $199,892 | 4,263 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $186,980 | 4,134 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $183,389 | 4,401 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $207,460 | 4,511 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $257,601 | 4,824 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $114,318 | 1,893 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $70,320 | 1,002 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $89,357 | 1,263 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $102,577 | 1,410 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $11,386,813 | 184,671 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $8,064,285 | 187,063 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $13,913,508 | 272,280 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $8,089,693 | 192,063 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||