Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$467,886
+$91,025 QoQ
Shares Held
3,343
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,755
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Cypress Wealth Services, LLC holds $9,362,918 across 6 Banks - Diversified names. C ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,115 | $5,929,582 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
20,018 | $1,654,287 | |
| 3 | RY |
Royal Bank Of Canada
|
2,496 | $516,597 | |
| 4 | C |
Citigroup Inc
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|
3,343 | $467,886 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,176 | $465,868 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,273 | $328,698 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,886 | 3,343 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $376,861 | 3,323 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $380,059 | 3,257 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $237,713 | 2,342 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||