Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,065,935
+$336,709 QoQ
Shares Held
7,616
+18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,304
of 2,621 holders
Holding Since
Sep 2021
18 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, 2026NorthRock Partners, LLC holds $35,232,602 across 8 Banks - Diversified names. C ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
62,473 | $20,449,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
62,278 | $5,146,653 | |
| 3 | BAC |
Bank Of America Corp /De/
|
78,359 | $4,464,895 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
18,316 | $3,236,437 | |
| 5 | C |
Citigroup Inc
This page
|
7,616 | $1,065,935 | |
| 6 | TD |
Toronto Dominion Bank
|
2,671 | $324,339 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,920 | $277,651 | |
| 8 | RY |
Royal Bank Of Canada
|
1,292 | $267,405 |
All Filings in C
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,935 | 7,616 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $729,226 | 6,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $895,479 | 7,674 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,404,738 | 23,692 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,688,525 | 19,837 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $875,377 | 12,331 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $796,181 | 11,311 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $706,691 | 11,289 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $764,185 | 12,042 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $823,068 | 13,015 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $630,808 | 12,263 | Shares | Sole | 2025-04-22 | |
| 2023-06-30 | $337,289 | 7,326 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $421,400 | 8,987 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $354,286 | 7,833 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $229,268 | 5,502 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $293,002 | 6,371 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $345,498 | 6,470 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $321,284 | 4,578 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||