Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$629,260
+$116,194 QoQ
Shares Held
4,496
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,595
of 2,621 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Betterment LLC holds $1,463,951 across 2 Banks - Diversified names. C ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,550 | $834,691 | |
| 2 | C |
Citigroup Inc
This page
|
4,496 | $629,260 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,260 | 4,496 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $513,066 | 4,524 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||