Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$319,388
+$74,309 QoQ
Shares Held
2,282
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,970
of 2,617 holders
Holding Since
Mar 2021
16 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, 2026Abundance Wealth Counselors holds $16,806,196 across 8 Banks - Diversified names. C ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,347 | $8,296,833 | |
| 2 | ING |
Ing Groep NV
|
120,328 | $3,775,892 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,171 | $2,516,863 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,889 | $996,218 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 | |
| 6 | C |
Citigroup Inc
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|
2,282 | $319,388 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,642 | $291,229 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,577 | $212,963 |
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,388 | 2,282 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $245,079 | 2,161 | Shares | Sole | 2026-04-23 | |
| 2025-03-31 | $1,314,947 | 18,523 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,297,287 | 18,430 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,130,180 | 18,054 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $1,121,751 | 17,738 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $797,525 | 15,504 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $618,677 | 15,042 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $696,457 | 14,853 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,401,406 | 30,984 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,369,567 | 32,867 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,440,820 | 31,329 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,418,784 | 26,569 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,448,031 | 23,978 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,509,026 | 21,329 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $112,253 | 1,543 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||