Position in C
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,978,894
+$382,195 QoQ
Shares Held
14,139
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,062
of 2,617 holders
Holding Since
Mar 2020
25 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, 2026CX Institutional holds $17,329,190 across 17 Banks - Diversified names. C ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,458 | $9,642,487 | |
| 2 | C |
Citigroup Inc
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|
14,139 | $1,978,894 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,279 | $1,953,217 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
18,127 | $1,498,015 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,733 | $1,407,489 | |
| 6 | RY |
Royal Bank Of Canada
|
1,819 | $376,478 | |
| 7 | TD |
Toronto Dominion Bank
|
2,138 | $259,617 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
554 | $97,891 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,978,894 | 14,139 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,596,699 | 14,079 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,756,534 | 15,053 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,504,230 | 14,820 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,304,974 | 15,331 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $971,143 | 13,680 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $975,605 | 13,860 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $817,117 | 13,053 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $844,716 | 13,311 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $837,677 | 13,246 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $653,699 | 12,708 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $485,498 | 11,804 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,810,673 | 104,489 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,814,571 | 102,678 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $550,358 | 12,168 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $2,460,189 | 53,494 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,285,146 | 42,793 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $258,650 | 4,283 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $393,920 | 5,613 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $338,821 | 4,789 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $330,430 | 4,542 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $233,506 | 3,787 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $141,573 | 3,284 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $115,332 | 2,257 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $34,201 | 812 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||