Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$808,828
+$110,563 QoQ
Shares Held
5,779
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,456
of 2,617 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, 2026Samalin Investment Counsel, LLC holds $9,264,496 across 7 Banks - Diversified names. C ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
72,309 | $4,120,166 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
8,381 | $2,743,352 | |
| 3 | C |
Citigroup Inc
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|
5,779 | $808,828 | |
| 4 | ING |
Ing Groep NV
|
17,433 | $547,047 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,722 | $472,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,971 | $377,602 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,104 | $194,635 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,828 | 5,779 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $698,265 | 6,157 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $718,693 | 6,159 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $592,861 | 5,841 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $493,696 | 5,800 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $374,685 | 5,278 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $370,110 | 5,258 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $327,711 | 5,235 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $312,477 | 4,924 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $291,346 | 4,607 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $238,424 | 4,635 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $204,128 | 4,963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $240,328 | 5,220 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $289,873 | 6,182 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $287,843 | 6,364 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $330,651 | 7,935 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $397,905 | 8,652 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $401,728 | 7,523 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $486,018 | 8,048 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $577,300 | 8,226 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $575,975 | 8,141 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $728,373 | 10,012 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $587,619 | 9,530 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $417,261 | 9,679 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $509,671 | 9,974 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $454,095 | 10,781 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||