Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$952,707
+$214,862 QoQ
Shares Held
6,807
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,375
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026Compagnie Lombard Odier SCmA holds $667,467,737 across 6 Banks - Diversified names. C ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
927,953 | $303,746,854 | |
| 2 | UBS |
UBS Group AG
|
5,382,576 | $266,760,466 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,660,089 | $94,591,870 | |
| 4 | C |
Citigroup Inc
This page
|
6,807 | $952,707 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,000 | $920,000 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,000 | $495,840 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,707 | 6,807 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $737,845 | 6,506 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $864,206 | 7,406 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $751,709 | 7,406 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $419,130 | 4,924 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $438,292 | 6,174 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $263,258 | 3,740 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $221,604 | 3,540 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $368,258 | 5,803 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $351,171 | 5,553 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $364,349 | 7,083 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $402,374 | 9,783 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $468,825 | 10,183 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,458,888 | 31,113 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $317,785 | 7,026 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $243,894 | 5,853 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $269,179 | 5,853 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $737,774 | 13,816 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $758,860 | 12,566 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $886,092 | 12,626 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $2,545,372 | 35,977 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $2,623,583 | 36,063 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $2,071,036 | 33,588 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,458,066 | 33,822 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $789,290 | 15,446 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $583,951 | 13,864 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||