Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$640,596
+$224,495 QoQ
Shares Held
4,577
+24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,583
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026BIP Wealth, LLC holds $9,633,636 across 7 Banks - Diversified names. C ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,948 | $4,892,928 | |
| 2 | BAC |
Bank Of America Corp /De/
|
36,416 | $2,074,983 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,054 | $913,502 | |
| 4 | RY |
Royal Bank Of Canada
|
3,478 | $719,841 | |
| 5 | C |
Citigroup Inc
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|
4,577 | $640,596 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,506 | $217,782 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,609 | $174,004 |
All Filings in C
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,596 | 4,577 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $416,101 | 3,669 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $525,805 | 4,506 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $459,896 | 4,531 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $305,495 | 3,589 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $210,485 | 2,965 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||