Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$707,917
+$162,529 QoQ
Shares Held
5,058
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,523
of 2,617 holders
Holding Since
Dec 2023
9 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, 2026Nicholas Hoffman & Company, LLC. holds $11,525,193 across 8 Banks - Diversified names. C ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
75,217 | $4,285,864 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
12,587 | $4,120,102 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,207 | $1,421,986 | |
| 4 | C |
Citigroup Inc
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|
5,058 | $707,917 | |
| 5 | RY |
Royal Bank Of Canada
|
1,895 | $392,208 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,339 | $222,415 | |
| 7 | BCS |
Barclays PLC
|
8,070 | $216,760 | |
| 8 | SAN |
Banco Santander, S.A.
|
11,445 | $157,941 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,917 | 5,058 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $545,388 | 4,809 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $572,714 | 4,908 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $490,042 | 4,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $410,874 | 4,827 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $353,956 | 4,986 | Shares | Sole | 2025-06-23 | |
| 2024-06-30 | $344,714 | 5,432 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $343,329 | 5,429 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $315,738 | 6,138 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||