Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,977,382
+$1,171,846 QoQ
Shares Held
28,418
+14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#817
of 2,617 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $112,882,838 across 11 Banks - Diversified names. C ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
261,453 | $85,581,410 | |
| 2 | BAC |
Bank Of America Corp /De/
|
260,750 | $14,857,534 | |
| 3 | C |
Citigroup Inc
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|
28,418 | $3,977,382 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
19,864 | $2,872,533 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
31,186 | $2,577,210 | |
| 6 | SAN |
Banco Santander, S.A.
|
45,831 | $632,467 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
31,016 | $616,907 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,289 | $502,930 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,977,382 | 28,418 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $2,805,536 | 24,738 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,522,487 | 21,617 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,840,499 | 18,133 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,307,102 | 15,356 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,133,496 | 15,967 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $997,848 | 14,176 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $717,020 | 11,454 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $713,543 | 11,244 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $711,069 | 11,244 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $577,824 | 11,233 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||