Position in C
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,003,111
-$7,074 QoQ
Shares Held
8,845
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
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, 2026Anchor Investment Management, LLC holds $20,352,308 across 7 Banks - Diversified names. C ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,707 | $11,974,371 | |
| 2 | BAC |
Bank Of America Corp /De/
|
78,518 | $3,827,752 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
18,269 | $2,167,251 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,016 | $1,115,813 | |
| 5 | C |
Citigroup Inc
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|
8,845 | $1,003,111 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,000 | $259,440 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
211 | $4,570 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,003,111 | 8,845 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,010,185 | 8,657 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $929,131 | 9,154 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $712,113 | 8,366 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $181,592 | 2,558 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $179,987 | 2,557 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $160,068 | 2,557 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $130,473 | 2,056 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $145,768 | 2,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $146,861 | 2,855 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $130,999 | 3,185 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $171,913 | 3,734 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $248,892 | 5,308 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $551,534 | 12,194 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $590,463 | 14,170 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $515,133 | 11,201 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $718,817 | 13,461 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $786,217 | 13,019 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $865,459 | 12,332 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $834,567 | 11,796 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $837,207 | 11,508 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $717,907 | 11,643 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $610,437 | 14,160 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $716,984 | 14,031 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $747,882 | 17,756 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||