Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,536,075
+$711,989 QoQ
Shares Held
18,120
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#968
of 2,621 holders
Holding Since
Mar 2020
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, 2026United Bank holds $11,815,225 across 2 Banks - Diversified names. C ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,348 | $9,279,150 | |
| 2 | C |
Citigroup Inc
This page
|
18,120 | $2,536,075 |
All Filings in C
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,536,075 | 18,120 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,824,086 | 16,084 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,849,769 | 15,852 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,503,722 | 14,815 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $971,644 | 11,415 | Shares | Sole | 2025-07-29 | |
| 2020-12-31 | $204,094 | 3,310 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $202,530 | 4,698 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $380,337 | 7,443 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $675,057 | 16,027 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||