Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,927,977
+$2,381,405 QoQ
Shares Held
28,065
+105.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#822
of 2,617 holders
Holding Since
Dec 2020
21 quarters on record
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Summit Global Investments holds $21,855,736 across 13 Banks - Diversified names. C ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,542 | $5,414,692 | |
| 2 | C |
Citigroup Inc
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|
28,065 | $3,927,977 | |
| 3 | BAC |
Bank Of America Corp /De/
|
67,455 | $3,843,585 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,692 | $1,972,021 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,986 | $1,588,685 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
13,886 | $1,147,539 | |
| 7 | RY |
Royal Bank Of Canada
|
4,409 | $912,530 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
7,323 | $696,344 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,927,977 | 28,065 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,546,572 | 13,637 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,549,759 | 13,281 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $446,498 | 4,399 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $399,808 | 4,697 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $926,916 | 13,057 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $4,406,695 | 62,604 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,918,064 | 30,640 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $499,176 | 7,866 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $691,845 | 10,940 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $424,534 | 8,253 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $515,235 | 12,527 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $487,563 | 10,590 | Shares | Sole | 2023-07-19 | |
| 2022-09-30 | $1,221,056 | 29,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,385,632 | 30,129 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $249,912 | 4,680 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $282,202 | 4,673 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $327,951 | 4,673 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $330,614 | 4,673 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $342,798 | 4,712 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $271,982 | 4,411 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||