Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$460,328
+$91,066 QoQ
Shares Held
3,289
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,762
of 2,621 holders
Holding Since
Mar 2020
25 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, 2026Pacific Center for Financial Services holds $2,832,848 across 6 Banks - Diversified names. C ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,126 | $1,023,233 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
10,848 | $896,478 | |
| 3 | C |
Citigroup Inc
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|
3,289 | $460,328 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,394 | $307,350 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | RY |
Royal Bank Of Canada
|
60 | $12,418 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,328 | 3,289 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $369,262 | 3,256 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $431,169 | 3,695 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $375,042 | 3,695 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $314,518 | 3,695 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $262,308 | 3,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $260,091 | 3,695 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $231,307 | 3,695 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $234,484 | 3,695 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $233,671 | 3,695 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $190,070 | 3,695 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $151,975 | 3,695 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $283,146 | 6,150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $288,373 | 6,150 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $256,687 | 6,160 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $283,114 | 6,156 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $170,292 | 3,189 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $192,583 | 3,189 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $225,909 | 3,219 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $225,621 | 3,189 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $231,999 | 3,189 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,849 | 30 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $3,362 | 78 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,985 | 78 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,285 | 78 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||