Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$348,640
New position
Shares Held
2,491
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,922
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Insight Wealth Partners, LLC holds $1,260,254 across 2 Banks - Diversified names. C ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,785 | $911,614 | |
| 2 | C |
Citigroup Inc
This page
|
2,491 | $348,640 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,640 | 2,491 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||