Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$555,081
+$105,297 QoQ
Shares Held
3,966
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,664
of 2,621 holders
Holding Since
Jun 2020
18 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, 2026Beaton Management Co. Inc. holds $21,952,742 across 6 Banks - Diversified names. C ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
70,456 | $8,555,472 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
21,704 | $7,104,370 | |
| 3 | BAC |
Bank Of America Corp /De/
|
81,020 | $4,616,519 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,850 | $814,004 | |
| 5 | C |
Citigroup Inc
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|
3,966 | $555,081 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,125 | $307,296 |
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,081 | 3,966 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $449,784 | 3,966 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $451,123 | 3,866 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $392,399 | 3,866 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,073 | 3,866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $274,447 | 3,866 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $272,127 | 3,866 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $243,639 | 3,892 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $246,986 | 3,892 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,130 | 3,892 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $205,348 | 3,992 | Shares | Sole | 2024-02-09 | |
| 2022-03-31 | $222,250 | 4,162 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $251,343 | 4,162 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $292,089 | 4,162 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $294,461 | 4,162 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $302,785 | 4,162 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $256,628 | 4,162 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $212,678 | 4,162 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||