Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$288,317
+$73,973 QoQ
Shares Held
2,060
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,050
of 2,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $8,367,292 across 6 Banks - Diversified names. C ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,963 | $3,915,848 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,870 | $2,556,692 | |
| 3 | TD |
Toronto Dominion Bank
|
8,819 | $1,070,891 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,377 | $343,737 | |
| 5 | C |
Citigroup Inc
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|
2,060 | $288,317 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,321 | $191,807 |
All Filings in C
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,317 | 2,060 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $214,344 | 1,890 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $228,479 | 1,958 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||