Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,678,134
+$525,159 QoQ
Shares Held
19,135
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#943
of 2,617 holders
Holding Since
Jun 2024
9 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, 2026Klingman & Associates, LLC holds $14,148,479 across 8 Banks - Diversified names. C ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,178 | $8,568,844 | |
| 2 | C |
Citigroup Inc
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|
19,135 | $2,678,134 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,566 | $1,114,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,992 | $825,738 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,740 | $355,636 | |
| 6 | UBS |
UBS Group AG
|
4,393 | $217,717 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,566 | $201,986 | |
| 8 | SAN |
Banco Santander, S.A.
|
13,446 | $185,554 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,678,134 | 19,135 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,152,975 | 18,984 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,183,503 | 18,712 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,930,124 | 19,016 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,555,653 | 18,276 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $258,545 | 3,642 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $273,042 | 3,879 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $200,007 | 3,195 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $205,673 | 3,241 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||