Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$686,363
+$131,676 QoQ
Shares Held
4,904
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,547
of 2,621 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Essex Bank holds $12,360,205 across 6 Banks - Diversified names. C ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,346 | $8,951,165 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
16,076 | $1,328,519 | |
| 3 | C |
Citigroup Inc
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|
4,904 | $686,363 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,906 | $678,403 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,182 | $460,148 | |
| 6 | RY |
Royal Bank Of Canada
|
1,235 | $255,607 |
All Filings in C
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,363 | 4,904 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $554,687 | 4,891 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $554,277 | 4,750 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $481,008 | 4,739 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $395,211 | 4,643 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $463,422 | 6,528 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $335,900 | 4,772 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $296,160 | 4,731 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $297,183 | 4,683 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $299,061 | 4,729 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $243,259 | 4,729 | Shares | Sole | 2024-01-22 | |
| 2023-06-30 | $224,259 | 4,871 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $217,897 | 4,647 | Shares | Sole | 2023-04-24 | |
| 2022-03-31 | $296,369 | 5,550 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $305,814 | 5,064 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $327,319 | 4,664 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $288,164 | 4,073 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||