Position in C
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$799,427
-$33,856 QoQ
Shares Held
7,049
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Sunbelt Securities, Inc. holds $13,705,522 across 13 Banks - Diversified names. C ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,562 | $8,107,637 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
26,478 | $2,107,913 | |
| 3 | BAC |
Bank Of America Corp /De/
|
29,564 | $1,441,245 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,633 | $1,024,132 | |
| 5 | C |
Citigroup Inc
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|
7,049 | $799,427 | |
| 6 | RY |
Royal Bank Of Canada
|
558 | $90,273 | |
| 7 | TD |
Toronto Dominion Bank
|
700 | $65,317 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
324 | $43,850 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $799,427 | 7,049 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $833,283 | 7,141 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $741,559 | 7,306 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,391,957 | 28,101 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,153,800 | 16,253 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,967,470 | 27,951 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $5,024,839 | 80,269 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $4,903,554 | 77,270 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,859,677 | 76,845 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,940,612 | 76,606 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,792,322 | 43,577 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $1,963,559 | 42,649 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $2,007,548 | 42,814 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,392,269 | 30,782 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,538,039 | 36,910 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,130,756 | 24,587 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $471,041 | 8,821 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $592,727 | 9,815 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $798,648 | 11,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $805,135 | 11,380 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $862,451 | 11,855 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $897,276 | 14,552 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $541,332 | 12,557 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $635,070 | 12,428 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $557,247 | 13,230 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||