Position in C
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,318,451
-$253,629 QoQ
Shares Held
143,889
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 6.859454162583659.ToString("F0")%
Shared 0.ToString("F0")%
None 93.14054583741634.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026RWA WEALTH PARTNERS, LLC holds $154,503,862 across 9 Banks - Diversified names. C ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,917 | $114,992,144 | |
| 2 | C |
Citigroup Inc
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|
143,889 | $16,318,451 | |
| 3 | SAN |
Banco Santander, S.A.
|
777,198 | $8,766,793 | |
| 4 | BAC |
Bank Of America Corp /De/
|
166,239 | $8,104,151 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,264 | $2,409,316 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,077 | $1,788,584 | |
| 7 | RY |
Royal Bank Of Canada
|
6,839 | $1,106,413 | |
| 8 | BCS |
Barclays PLC
|
36,076 | $763,368 |
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,318,451 | 143,889 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,572,080 | 142,018 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,373,009 | 141,606 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,241,640 | 214,305 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,158,744 | 255,793 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,651,057 | 279,174 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,865,511 | 301,366 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,840,395 | 359,918 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,382,596 | 353,931 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,252,294 | 63,225 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,638,448 | 64,149 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,927,545 | 63,587 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||