Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,534,665
+$5,204,193 QoQ
Shares Held
153,863
+6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#400
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $188,397,519 across 19 Banks - Diversified names. C ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
287,857 | $94,224,231 | |
| 2 | BAC |
Bank Of America Corp /De/
|
457,988 | $26,096,156 | |
| 3 | C |
Citigroup Inc
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|
153,863 | $21,534,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
132,711 | $10,967,237 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
71,038 | $10,272,805 | |
| 6 | UBS |
UBS Group AG
|
62,814 | $3,113,061 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
32,685 | $3,108,016 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
117,514 | $2,944,900 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,534,665 | 153,863 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,330,472 | 143,995 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,789,157 | 92,460 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,424,738 | 112,559 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $10,210,484 | 119,954 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,262,526 | 116,390 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $8,126,314 | 115,447 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,893,136 | 110,114 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,448,744 | 117,377 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,501,149 | 118,614 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,072,492 | 118,050 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,608,357 | 160,670 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $7,265,572 | 157,810 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $7,127,280 | 152,000 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $4,648,151 | 102,767 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $4,689,250 | 112,533 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,723,455 | 124,450 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $5,148,454 | 96,413 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $5,717,604 | 94,678 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $6,625,413 | 94,406 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $6,261,799 | 88,506 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $6,430,881 | 88,397 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $6,387,051 | 103,585 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $4,460,289 | 103,463 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,176,502 | 42,593 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $1,454,951 | 34,543 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||