Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,762,195
+$1,660,348 QoQ
Shares Held
62,605
-0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#606
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, 2026Allworth Financial LP holds $186,890,057 across 18 Banks - Diversified names. C ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
369,423 | $120,923,230 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
299,817 | $24,776,876 | |
| 3 | BAC |
Bank Of America Corp /De/
|
400,102 | $22,797,811 | |
| 4 | C |
Citigroup Inc
This page
|
62,605 | $8,762,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
32,561 | $4,708,646 | |
| 6 | TD |
Toronto Dominion Bank
|
6,668 | $809,695 | |
| 7 | SAN |
Banco Santander, S.A.
|
48,563 | $670,169 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
6,978 | $663,538 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,762,195 | 62,605 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,101,847 | 62,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,470,760 | 72,592 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,559,133 | 64,622 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,996,629 | 58,701 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,913,571 | 41,042 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,053,025 | 43,373 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,115,880 | 33,800 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,023,802 | 31,891 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,260,625 | 19,934 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $859,098 | 16,701 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $555,008 | 13,494 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $525,960 | 11,424 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $519,634 | 11,082 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $444,113 | 9,819 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $428,534 | 10,284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $412,990 | 8,980 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $370,489 | 6,938 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $497,311 | 8,235 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $561,229 | 7,997 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $429,098 | 6,065 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $480,077 | 6,599 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $307,375 | 4,985 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $214,041 | 4,965 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $233,935 | 4,578 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $182,885 | 4,342 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||