Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,131,870
+$316,176 QoQ
Shares Held
15,232
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,035
of 2,621 holders
Holding Since
Jun 2022
15 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, 2026Dakota Wealth Management holds $115,313,214 across 6 Banks - Diversified names. C ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
199,334 | $65,247,998 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
163,812 | $23,688,853 | |
| 3 | BAC |
Bank Of America Corp /De/
|
394,512 | $22,479,293 | |
| 4 | C |
Citigroup Inc
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|
15,232 | $2,131,870 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
44,373 | $1,046,315 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
8,699 | $718,885 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,131,870 | 15,232 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,815,694 | 16,010 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,668,200 | 14,296 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $1,725,804 | 17,003 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,596,000 | 18,750 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,342,349 | 18,909 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,366,762 | 19,417 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $1,405,933 | 22,459 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $1,429,055 | 22,519 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,439,532 | 22,763 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,006,269 | 19,562 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $949,156 | 23,077 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,263,429 | 27,442 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $206,456 | 4,403 | Shares | Sole | 2023-04-14 | |
| 2022-06-30 | $393,305 | 8,552 | Shares | Other | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||