Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,099,439
+$3,671,344 QoQ
Shares Held
107,884
+7.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#480
of 2,617 holders
Holding Since
Jun 2022
16 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, 2026Merit Financial Group, LLC holds $159,845,476 across 19 Banks - Diversified names. C ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
245,022 | $80,203,044 | |
| 2 | BAC |
Bank Of America Corp /De/
|
303,228 | $17,277,925 | |
| 3 | C |
Citigroup Inc
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|
107,884 | $15,099,439 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
85,470 | $12,359,811 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
137,030 | $11,324,153 | |
| 6 | RY |
Royal Bank Of Canada
|
54,093 | $11,195,626 | |
| 7 | BCS |
Barclays PLC
|
66,685 | $1,791,157 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,681 | $1,681,284 |
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,099,439 | 107,884 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $11,428,095 | 100,768 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $11,255,097 | 96,453 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $8,465,809 | 83,407 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $6,757,166 | 79,384 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,505,735 | 63,470 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,933,542 | 27,469 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $435,508 | 6,957 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,271,421 | 20,035 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,510,171 | 23,880 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $683,277 | 13,283 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $404,801 | 9,842 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $378,771 | 8,227 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $376,494 | 8,324 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $291,439 | 6,994 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $847,641 | 18,431 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||