Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,508,208
+$282,473 QoQ
Shares Held
10,776
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,169
of 2,621 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $49,288,833 across 6 Banks - Diversified names. C ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
133,139 | $43,580,388 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,208 | $1,765,398 | |
| 3 | C |
Citigroup Inc
This page
|
10,776 | $1,508,208 | |
| 4 | BAC |
Bank Of America Corp /De/
|
25,602 | $1,458,801 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,958 | $657,649 | |
| 6 | TD |
Toronto Dominion Bank
|
2,622 | $318,389 |
All Filings in C
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,208 | 10,776 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,225,735 | 10,808 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,020,103 | 8,742 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $859,705 | 8,470 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $762,079 | 8,953 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $607,461 | 8,557 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $798,996 | 11,351 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $722,591 | 11,543 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $719,890 | 11,344 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $708,604 | 11,205 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $579,625 | 11,268 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $205,650 | 5,000 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||