Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$225,475
New position
Shares Held
1,611
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,210
of 2,617 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fulcrum Equity Management holds $2,688,781 across 6 Banks - Diversified names. C ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,757 | $1,229,778 | |
| 2 | RY |
Royal Bank Of Canada
|
1,855 | $383,929 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
3,352 | $318,741 | |
| 4 | SAN |
Banco Santander, S.A.
|
20,893 | $288,323 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,109 | $242,535 | |
| 6 | C |
Citigroup Inc
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|
1,611 | $225,475 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,475 | 1,611 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||