Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$707,217
+$58,966 QoQ
Shares Held
5,053
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,528
of 2,621 holders
Holding Since
Mar 2020
21 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, 2026ASAHI LIFE ASSET MANAGEMENT CO., LTD. holds $7,883,750 across 8 Banks - Diversified names. C ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,954 | $3,585,572 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,305 | $986,038 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,979 | $742,024 | |
| 4 | C |
Citigroup Inc
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|
5,053 | $707,217 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,454 | $499,482 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,635 | $465,604 | |
| 7 | BNS |
Bank Of Nova Scotia
|
5,325 | $462,423 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,786 | $435,390 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,217 | 5,053 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $648,251 | 5,716 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $800,260 | 6,858 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $697,609 | 6,873 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $668,192 | 7,850 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $533,134 | 7,510 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $619,432 | 8,800 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $550,880 | 8,800 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $561,621 | 8,850 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $600,780 | 9,500 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $370,368 | 7,200 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $462,702 | 10,050 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $254,784 | 5,540 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $627,452 | 10,390 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,797,590 | 25,614 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,783,253 | 25,205 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,340,949 | 32,178 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,925,335 | 47,443 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,838,382 | 42,644 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,483,971 | 48,610 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,084,826 | 73,239 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||