Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,220,116
+$1,413,751 QoQ
Shares Held
51,587
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#659
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $44,613,781 across 9 Banks - Diversified names. C ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
73,319 | $23,999,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
133,236 | $7,591,787 | |
| 3 | C |
Citigroup Inc
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|
51,587 | $7,220,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,745 | $2,421,494 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
21,332 | $1,762,875 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
25,606 | $509,303 | |
| 7 | SAN |
Banco Santander, S.A.
|
33,736 | $465,556 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,535 | $431,233 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,220,116 | 51,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,806,365 | 51,198 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,305,160 | 36,894 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,669,022 | 36,148 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,222,558 | 37,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,765,237 | 24,866 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $726,987 | 10,328 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,120,853 | 17,905 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $800,865 | 12,620 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $989,073 | 15,640 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $414,092 | 8,050 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $307,323 | 7,472 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $347,049 | 7,538 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $371,603 | 7,925 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $444,339 | 9,824 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $489,705 | 11,752 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $249,035 | 5,415 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $369,100 | 6,912 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $420,072 | 6,956 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $511,822 | 7,293 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $585,527 | 8,276 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $684,868 | 9,414 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $846,036 | 13,721 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $368,762 | 8,554 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $412,683 | 8,076 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $438,090 | 10,401 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||