Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,364,555
+$352,302 QoQ
Shares Held
52,619
-14.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#652
of 2,621 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $45,842,333 across 9 Banks - Diversified names. C ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,277 | $18,748,480 | |
| 2 | BAC |
Bank Of America Corp /De/
|
304,350 | $17,341,863 | |
| 3 | C |
Citigroup Inc
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|
52,619 | $7,364,555 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,233 | $845,655 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,239 | $468,391 | |
| 6 | BCS |
Barclays PLC
|
14,194 | $381,250 | |
| 7 | SAN |
Banco Santander, S.A.
|
17,463 | $240,989 | |
| 8 | ING |
Ing Groep NV
|
7,201 | $225,967 |
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,364,555 | 52,619 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,012,253 | 61,831 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,468,476 | 55,433 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,605,337 | 55,225 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,775,657 | 56,105 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,836,086 | 54,037 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,049,255 | 57,526 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,499,465 | 55,902 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,531,739 | 55,653 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,494,895 | 55,264 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,876,936 | 55,928 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,821,717 | 92,918 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,365,789 | 94,826 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,451,642 | 94,938 | Shares | Sole | 2023-04-25 | |
| 2021-06-30 | $288,660 | 4,080 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,332,545 | 100,791 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||