Position in C
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$54,584
+$10,128 QoQ
Shares Held
390
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,425
of 2,621 holders
Holding Since
Mar 2021
22 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, 2026West Branch Capital LLC holds $16,942,666 across 6 Banks - Diversified names. C ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,949 | $11,112,526 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,473 | $3,901,591 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
22,485 | $1,858,160 | |
| 4 | C |
Citigroup Inc
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|
390 | $54,584 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
133 | $15,295 | |
| 6 | SAN |
Banco Santander, S.A.
|
37 | $510 |
All Filings in C
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,584 | 390 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $44,456 | 392 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $174,101 | 1,492 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $49,938 | 492 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $41,879 | 492 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $39,115 | 551 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $38,784 | 551 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $123,697 | 1,976 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $124,952 | 1,969 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $124,519 | 1,969 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $107,612 | 2,092 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $109,899 | 2,672 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $123,018 | 2,672 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $125,290 | 2,672 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $108,190 | 2,392 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $99,674 | 2,392 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $114,607 | 2,492 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $125,223 | 2,345 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $146,143 | 2,420 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $174,748 | 2,490 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $182,676 | 2,582 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $208,574 | 2,867 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||