Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$800,431
+$79,484 QoQ
Shares Held
5,719
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,466
of 2,621 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 1%
Shared 1%
None 98%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $28,733,515 across 15 Banks - Diversified names. C ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,636 | $9,700,751 | |
| 2 | BCS |
Barclays PLC
|
120,095 | $3,225,751 | |
| 3 | BAC |
Bank Of America Corp /De/
|
52,137 | $2,970,766 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,838 | $2,579,553 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,558 | $2,525,313 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
76,319 | $1,517,984 | |
| 7 | UBS |
UBS Group AG
|
25,132 | $1,245,541 | |
| 8 | ING |
Ing Groep NV
|
33,110 | $1,038,991 |
All Filings in C
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,431 | 5,719 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $720,947 | 6,357 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $729,429 | 6,251 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $650,919 | 6,413 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $547,917 | 6,437 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $589,713 | 8,307 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $798,081 | 11,338 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $644,028 | 10,288 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $673,564 | 10,614 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $554,235 | 8,764 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $308,228 | 5,992 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $113,435 | 2,758 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $124,863 | 2,764 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $127,918 | 2,780 | Shares | Other | 2023-05-12 | |
| 2022-06-30 | $201,160 | 4,374 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $258,936 | 4,849 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $393,199 | 6,511 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $446,765 | 6,366 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $456,832 | 6,457 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $400,561 | 5,506 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||