Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,838,108
+$447,993 QoQ
Shares Held
20,278
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#920
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026FORTRESS PRIVATE LEDGER, LLC holds $9,591,636 across 6 Banks - Diversified names. C ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
20,278 | $2,838,108 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
7,347 | $2,404,893 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
10,611 | $1,534,456 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,385 | $1,389,457 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,185 | $841,688 | |
| 6 | RY |
Royal Bank Of Canada
|
2,817 | $583,034 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,838,108 | 20,278 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,390,115 | 21,075 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,524,588 | 21,635 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,166,517 | 21,345 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,527,733 | 17,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,082,739 | 15,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $832,432 | 11,826 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||