Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,323,895
+$240,894 QoQ
Shares Held
16,604
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,006
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026Belpointe Asset Management LLC holds $24,064,250 across 7 Banks - Diversified names. C ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
47,965 | $15,700,383 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,541 | $3,278,686 | |
| 3 | C |
Citigroup Inc
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|
16,604 | $2,323,895 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,396 | $1,850,805 | |
| 5 | RY |
Royal Bank Of Canada
|
1,878 | $388,689 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,820 | $263,190 | |
| 7 | ING |
Ing Groep NV
|
8,241 | $258,602 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,323,895 | 16,604 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,083,001 | 18,367 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,150,596 | 18,430 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,412,452 | 23,768 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,094,792 | 36,358 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,409,968 | 33,948 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,448,797 | 34,789 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,261,299 | 36,123 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,160,305 | 34,042 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,046,825 | 32,366 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,578,076 | 30,678 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,174,384 | 28,553 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,864,367 | 83,935 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,052,608 | 129,081 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,971,078 | 43,579 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,706,011 | 40,941 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,625,240 | 35,339 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,680,871 | 31,477 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,091,788 | 34,638 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,476,652 | 35,290 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,126,745 | 30,060 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,206,653 | 30,332 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,376,193 | 54,755 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $641,778 | 14,887 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $742,380 | 14,528 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $597,472 | 14,185 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||