Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,200,759
+$827,039 QoQ
Shares Held
30,014
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#798
of 2,621 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $80,523,100 across 8 Banks - Diversified names. C ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
195,616 | $64,030,985 | |
| 2 | ING |
Ing Groep NV
|
141,139 | $4,428,941 | |
| 3 | C |
Citigroup Inc
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|
30,014 | $4,200,759 | |
| 4 | BAC |
Bank Of America Corp /De/
|
49,890 | $2,842,732 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
14,008 | $2,025,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,804 | $1,553,962 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,288 | $1,298,120 | |
| 8 | SAN |
Banco Santander, S.A.
|
10,283 | $141,905 |
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,200,759 | 30,014 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,373,720 | 29,748 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,368,956 | 28,871 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,853,469 | 28,113 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,267,852 | 26,643 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,811,735 | 25,521 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,811,768 | 25,739 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,615,643 | 25,809 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,657,077 | 26,203 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,053,182 | 20,474 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,221,440 | 175,576 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,508,478 | 76,205 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,410,356 | 72,731 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,352,186 | 52,005 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,935,984 | 70,458 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,088,458 | 67,155 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,264,800 | 42,412 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $813,272 | 13,467 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $842,931 | 12,011 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $768,840 | 10,867 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $518,634 | 7,129 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $205,204 | 3,328 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $251,245 | 5,828 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||