Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$823,384
+$348,423 QoQ
Shares Held
5,883
+40.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,449
of 2,617 holders
Holding Since
Mar 2020
17 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, 2026Ellevest, Inc. holds $12,470,532 across 12 Banks - Diversified names. C ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,814 | $1,975,078 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
5,942 | $1,944,994 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,993 | $1,710,954 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,839 | $1,567,427 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
45,842 | $1,080,954 | |
| 6 | BAC |
Bank Of America Corp /De/
|
15,169 | $864,329 | |
| 7 | C |
Citigroup Inc
This page
|
5,883 | $823,384 | |
| 8 | BCS |
Barclays PLC
|
23,555 | $632,687 |
All Filings in C
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,384 | 5,883 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $474,961 | 4,188 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $224,628 | 1,925 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $272,902 | 3,877 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $16,552 | 353 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,085 | 24 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,000 | 24 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,103 | 24 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,111 | 77 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,703 | 111 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $14,878 | 212 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $61,764 | 873 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $287,580 | 3,953 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $215,193 | 3,490 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $334,404 | 7,757 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $255,346 | 4,997 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $207,104 | 4,917 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||