Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,622,276
+$513,013 QoQ
Shares Held
11,591
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,136
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026WADDELL & ASSOCIATES, LLC holds $10,373,434 across 6 Banks - Diversified names. C ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,606 | $5,108,311 | |
| 2 | C |
Citigroup Inc
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|
11,591 | $1,622,276 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,464 | $1,450,938 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,773 | $1,386,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,970 | $574,101 | |
| 6 | TD |
Toronto Dominion Bank
|
1,908 | $231,688 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,622,276 | 11,591 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,109,263 | 9,781 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $952,773 | 8,165 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $607,376 | 5,984 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $413,938 | 4,863 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||