Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$892,804
+$215,066 QoQ
Shares Held
6,379
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,405
of 2,617 holders
Holding Since
Mar 2021
15 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, 2026Monument Capital Management holds $7,252,118 across 6 Banks - Diversified names. C ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,063 | $3,948,581 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,653 | $963,003 | |
| 3 | C |
Citigroup Inc
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|
6,379 | $892,804 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
7,636 | $726,107 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,678 | $387,265 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,868 | $334,358 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,804 | 6,379 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $677,738 | 5,976 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $695,822 | 5,963 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $578,144 | 5,696 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $508,932 | 5,979 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $259,326 | 3,653 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $319,077 | 4,533 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $220,790 | 3,527 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $253,649 | 3,997 | Shares | Sole | 2024-07-22 | |
| 2022-06-30 | $240,343 | 5,226 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $331,507 | 6,208 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $279,786 | 4,633 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $885,601 | 12,619 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $740,894 | 10,472 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $710,403 | 9,765 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||