Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,046,328
+$2,911,932 QoQ
Shares Held
71,780
+14.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#570
of 2,621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $85,255,941 across 11 Banks - Diversified names. C ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,540 | $37,819,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
278,046 | $15,843,061 | |
| 3 | C |
Citigroup Inc
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|
71,780 | $10,046,328 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
120,750 | $9,978,780 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
68,740 | $9,940,491 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
14,883 | $1,415,224 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,646 | $105,514 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,987 | $99,191 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,046,328 | 71,780 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,134,396 | 62,908 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,241,781 | 62,060 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,891,263 | 58,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,410,077 | 40,062 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,550,954 | 35,934 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,458,863 | 34,932 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,145,928 | 34,280 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,344,402 | 36,943 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,327,484 | 36,804 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,843,969 | 35,847 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,547,104 | 37,615 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,795,790 | 39,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,870,817 | 39,898 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,565,455 | 34,611 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $790,813 | 18,978 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $734,322 | 15,967 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,885,233 | 35,304 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,199,283 | 36,418 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,508,233 | 35,740 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $902,557 | 12,757 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $903,336 | 12,417 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $618,800 | 14,354 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,376,940 | 26,946 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,871,854 | 44,441 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||