Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$625,621
+$326,106 QoQ
Shares Held
4,470
+69.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,594
of 2,617 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $16,880,447 across 15 Banks - Diversified names. C ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,891 | $10,111,550 | |
| 2 | BAC |
Bank Of America Corp /De/
|
77,031 | $4,389,226 | |
| 3 | C |
Citigroup Inc
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|
4,470 | $625,621 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,862 | $559,130 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,217 | $348,492 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,287 | $330,723 | |
| 7 | BCS |
Barclays PLC
|
6,081 | $163,335 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,594 | $151,573 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,621 | 4,470 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $299,515 | 2,641 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $304,677 | 2,611 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $261,464 | 2,576 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $218,503 | 2,567 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $211,479 | 2,979 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $211,170 | 3,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $160,506 | 2,564 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $151,923 | 2,394 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $126,100 | 1,994 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $102,571 | 1,994 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $114,505 | 2,784 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $155,569 | 3,379 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $148,125 | 3,159 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $117,100 | 2,589 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||