Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$287,477
+$60,205 QoQ
Shares Held
2,054
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,053
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $9,847,395 across 7 Banks - Diversified names. C ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,005 | $5,566,246 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,219 | $3,203,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,194 | $606,493 | |
| 4 | C |
Citigroup Inc
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|
2,054 | $287,477 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,852 | $153,049 | |
| 6 | TD |
Toronto Dominion Bank
|
244 | $29,628 | |
| 7 | SAN |
Banco Santander, S.A.
|
83 | $1,145 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,477 | 2,054 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $227,272 | 2,004 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $221,127 | 1,895 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $184,324 | 1,816 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $154,577 | 1,816 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $128,917 | 1,816 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $127,828 | 1,816 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $113,681 | 1,816 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $417,946 | 6,586 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $114,843 | 1,816 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $391,200 | 7,605 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $284,578 | 6,919 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $97,881 | 2,126 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $94,717 | 2,020 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $86,886 | 1,921 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $82,381 | 1,977 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $122,563 | 2,665 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $110,377 | 2,067 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $124,764 | 2,066 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $145,552 | 2,074 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $134,566 | 1,902 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $150,810 | 2,073 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $127,821 | 2,073 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $84,668 | 1,964 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $151,460 | 2,964 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $146,788 | 3,485 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||