Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,075,775
+$917,420 QoQ
Shares Held
29,121
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#810
of 2,617 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $102,191,237 across 9 Banks - Diversified names. C ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
174,535 | $57,130,541 | |
| 2 | BAC |
Bank Of America Corp /De/
|
306,121 | $17,442,774 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,336 | $10,026,678 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
119,064 | $9,839,448 | |
| 5 | C |
Citigroup Inc
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|
29,121 | $4,075,775 | |
| 6 | RY |
Royal Bank Of Canada
|
9,690 | $2,005,539 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
48,673 | $1,147,709 | |
| 8 | TD |
Toronto Dominion Bank
|
2,346 | $284,874 |
All Filings in C
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,075,775 | 29,121 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,158,355 | 27,849 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,424,968 | 29,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,628,342 | 25,895 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,757,387 | 20,646 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,535,300 | 21,627 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,050,641 | 14,926 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $855,241 | 13,662 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $908,239 | 14,312 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $582,630 | 9,213 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $398,608 | 7,749 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $289,801 | 7,046 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $313,256 | 6,804 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $295,266 | 6,297 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $357,678 | 7,908 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $345,944 | 8,302 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $355,962 | 7,740 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $406,747 | 7,617 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $386,797 | 6,405 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $263,385 | 3,753 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||