Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$256,126
+$219,608 QoQ
Shares Held
1,830
+468.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,123
of 2,617 holders
Holding Since
Jun 2021
21 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, 2026Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. C ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,403 | $12,243,123 | |
| 2 | RY |
Royal Bank Of Canada
|
19,734 | $4,084,345 | |
| 3 | BNS |
Bank Of Nova Scotia
|
13,743 | $1,193,442 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
2,673 | $472,319 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,279 | $270,976 | |
| 6 | C |
Citigroup Inc
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|
1,830 | $256,126 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,228 | $183,931 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,258 | $119,623 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,126 | 1,830 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,518 | 322 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $35,823 | 307 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,255 | 170 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,703 | 114 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,500 | 162 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,696 | 223 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $313 | 5 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $317 | 5 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $316 | 5 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $257 | 5 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,151 | 28 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,289 | 28 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $234 | 5 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,679 | 214 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,291 | 55 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $229 | 5 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,233 | 98 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $7,246 | 120 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,421 | 120 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $8,490 | 120 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||