Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$801,550
-$57,644 QoQ
Shares Held
5,727
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,465
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Donoghue Forlines LLC holds $3,922,233 across 2 Banks - Diversified names. C ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
21,580 | $3,120,683 | |
| 2 | C |
Citigroup Inc
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|
5,727 | $801,550 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,550 | 5,727 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $859,194 | 7,576 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,871,357 | 16,037 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,828,072 | 37,715 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,600,085 | 18,798 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,872,078 | 54,544 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,520,212 | 21,597 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||