Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$98,951
+$18,771 QoQ
Shares Held
707
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,359
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Trust, LLC holds $12,247,471 across 6 Banks - Diversified names. C ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,624 | $11,333,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,577 | $317,777 | |
| 3 | TD |
Toronto Dominion Bank
|
2,396 | $290,946 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,340 | $110,737 | |
| 5 | C |
Citigroup Inc
This page
|
707 | $98,951 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
661 | $95,587 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,951 | 707 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $80,180 | 707 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $263,369 | 2,257 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $234,668 | 2,312 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $196,797 | 2,312 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $138,998 | 1,958 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $133,037 | 1,890 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $118,314 | 1,890 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $119,939 | 1,890 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $120,092 | 1,899 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $97,221 | 1,890 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $164,520 | 4,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $184,160 | 4,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $187,560 | 4,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $191,413 | 4,232 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $176,347 | 4,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $175,451 | 3,815 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $203,721 | 3,815 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $386,797 | 6,405 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $449,502 | 6,405 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $499,495 | 7,060 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $513,615 | 7,060 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,654,029 | 26,825 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $534,779 | 12,405 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $863,845 | 16,905 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $712,038 | 16,905 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||