Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,963,218
+$378,994 QoQ
Shares Held
14,027
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,064
of 2,617 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. C ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
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|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,963,218 | 14,027 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,584,224 | 13,969 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,443,338 | 12,369 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,146,544 | 11,296 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,005,777 | 11,816 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $788,840 | 11,112 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $834,543 | 11,856 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $667,378 | 10,661 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $684,543 | 10,787 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $736,872 | 11,652 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $581,169 | 11,298 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $469,128 | 11,406 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $577,203 | 12,537 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $561,648 | 11,978 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $517,024 | 11,431 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $417,533 | 10,020 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $441,504 | 9,600 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $492,454 | 9,222 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $558,245 | 9,244 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $656,533 | 9,355 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $491,783 | 6,951 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $475,275 | 6,533 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $322,296 | 5,227 | Shares | Defined | 2021-02-09 | |
| 2020-06-30 | $229,285 | 4,487 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||