Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,774,132
+$1,563,368 QoQ
Shares Held
12,676
+325.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,105
of 2,617 holders
Holding Since
Jun 2021
2 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, 2026Johnson Financial Group, LLC holds $6,302,638 across 6 Banks - Diversified names. C ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,455 | $2,767,575 | |
| 2 | C |
Citigroup Inc
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|
12,676 | $1,774,132 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,252 | $641,138 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,609 | $530,035 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,233 | $322,914 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
3,229 | $266,844 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774,132 | 12,676 | Shares | Sole | 2026-08-06 | |
| 2021-06-30 | $210,764 | 2,979 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||