Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,718,568
+$301,738 QoQ
Shares Held
12,279
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,115
of 2,617 holders
Holding Since
Mar 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, 2026Western Wealth Management, LLC holds $32,095,765 across 7 Banks - Diversified names. C ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,631 | $21,155,665 | |
| 2 | BAC |
Bank Of America Corp /De/
|
95,913 | $5,465,121 | |
| 3 | C |
Citigroup Inc
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|
12,279 | $1,718,568 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
11,750 | $1,699,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,120 | $1,249,516 | |
| 6 | RY |
Royal Bank Of Canada
|
2,051 | $424,495 | |
| 7 | TD |
Toronto Dominion Bank
|
3,156 | $383,233 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,718,568 | 12,279 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,416,830 | 12,493 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,255,351 | 10,758 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,134,668 | 11,179 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,017,354 | 11,952 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $741,135 | 10,440 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $654,345 | 9,296 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $628,316 | 10,037 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $632,759 | 9,971 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $606,471 | 9,590 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $478,289 | 9,298 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $351,826 | 8,554 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $346,036 | 7,516 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $409,443 | 8,732 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $269,751 | 5,964 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $562,753 | 13,505 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $525,251 | 11,421 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $530,101 | 9,927 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,421,037 | 23,531 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,244,846 | 17,595 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,257,338 | 17,283 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,070,849 | 17,367 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $805,639 | 18,688 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $967,323 | 18,930 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $803,017 | 19,065 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||