Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,440,427
+$915,673 QoQ
Shares Held
60,306
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#614
of 2,617 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. C ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
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|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,440,427 | 60,306 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,524,754 | 64,485 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,125,772 | 40,648 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,265,118 | 38,359 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,161,324 | 30,705 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $738,554 | 11,798 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $796,930 | 12,558 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $629,301 | 9,951 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $496,087 | 9,644 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $431,371 | 10,488 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $447,692 | 9,724 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $440,015 | 9,384 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $313,036 | 6,921 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $196,765 | 4,722 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $222,683 | 4,842 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $244,144 | 4,572 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $221,838 | 3,161 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $207,014 | 2,926 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $258,626 | 3,555 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $173,942 | 2,821 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,135,388 | 26,337 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,345,820 | 26,337 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,123,298 | 26,669 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||