Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,404,232
-$10,720 QoQ
Shares Held
17,178
-19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#987
of 2,621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,229,590 across 6 Banks - Diversified names. C ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,626 | $8,715,488 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,609 | $3,681,420 | |
| 3 | C |
Citigroup Inc
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|
17,178 | $2,404,232 | |
| 4 | BNS |
Bank Of Nova Scotia
|
24,135 | $2,095,883 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,680 | $965,235 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,863 | $367,332 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404,232 | 17,178 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,414,952 | 21,294 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,212,759 | 10,393 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,046,059 | 10,306 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $910,443 | 10,696 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $713,023 | 10,044 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $704,322 | 10,006 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $443,270 | 7,081 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $479,123 | 7,550 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $482,584 | 7,631 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $442,281 | 8,598 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $442,024 | 10,747 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $517,996 | 11,251 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $450,144 | 9,600 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $405,865 | 9,740 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $446,746 | 9,714 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $405,252 | 7,589 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $471,464 | 7,807 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $563,194 | 8,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $514,564 | 7,273 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $502,193 | 6,903 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $480,269 | 7,789 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $323,281 | 7,499 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $447,380 | 8,755 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $376,089 | 8,929 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||