Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,750,074
-$133,148 QoQ
Shares Held
19,649
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#934
of 2,621 holders
Holding Since
Jun 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, 2026Cooper Financial Group holds $8,938,195 across 7 Banks - Diversified names. C ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,911 | $3,244,167 | |
| 2 | C |
Citigroup Inc
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|
19,649 | $2,750,074 | |
| 3 | BAC |
Bank Of America Corp /De/
|
26,332 | $1,500,397 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,680 | $552,035 | |
| 5 | RY |
Royal Bank Of Canada
|
1,671 | $345,846 | |
| 6 | ING |
Ing Groep NV
|
9,380 | $294,344 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,738 | $251,332 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750,074 | 19,649 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,883,222 | 25,423 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,491,014 | 29,917 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,095,750 | 30,500 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,953,068 | 34,693 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,578,214 | 36,318 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,422,401 | 34,414 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,044,516 | 32,660 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,697,681 | 26,752 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,553,617 | 24,567 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,205,856 | 23,442 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $891,410 | 21,673 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $969,234 | 21,052 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $876,092 | 18,684 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $627,249 | 13,868 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $491,247 | 11,789 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $449,506 | 9,774 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $481,401 | 9,015 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $460,896 | 7,632 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $542,631 | 7,732 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $535,789 | 7,573 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $556,974 | 7,656 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $462,573 | 7,502 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $293,406 | 6,806 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $234,855 | 4,596 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||