Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$355,358
+$48,925 QoQ
Shares Held
2,539
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,903
of 2,621 holders
Holding Since
Mar 2020
24 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, 2026Successful Portfolios LLC holds $3,429,860 across 6 Banks - Diversified names. C ranks #6 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,952 | $966,278 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
44,032 | $875,796 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,359 | $476,295 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,721 | $390,143 | |
| 5 | TD |
Toronto Dominion Bank
|
3,014 | $365,990 | |
| 6 | C |
Citigroup Inc
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|
2,539 | $355,358 |
All Filings in C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,358 | 2,539 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $306,433 | 2,702 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $315,763 | 2,706 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $274,557 | 2,705 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $248,890 | 2,924 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $210,627 | 2,967 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $208,776 | 2,966 | Shares | Sole | 2025-01-16 | |
| 2024-06-30 | $230,994 | 3,640 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $255,679 | 4,043 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $209,566 | 4,074 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $202,852 | 4,406 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $306,097 | 6,528 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $297,161 | 6,570 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $279,814 | 6,715 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $217,992 | 4,740 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $267,320 | 5,006 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $305,573 | 5,060 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $355,110 | 5,060 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $357,995 | 5,060 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $360,840 | 4,960 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $307,683 | 4,990 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $224,516 | 5,208 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $271,238 | 5,308 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $222,098 | 5,273 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||