Position in C
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$47,086,697
+$1,536,056 QoQ
Shares Held
415,190
+6.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.65471230039259.ToString("F0")%
Shared 0.ToString("F0")%
None 86.34528769960741.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $254,671,639 across 19 Banks - Diversified names. C ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
394,889 | $116,160,547 | |
| 2 | C |
Citigroup Inc
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|
415,190 | $47,086,697 | |
| 3 | BAC |
Bank Of America Corp /De/
|
619,936 | $30,221,879 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
215,233 | $17,134,699 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
56,024 | $6,646,126 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
56,648 | $4,672,893 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
79,139 | $4,153,214 | |
| 8 | SAN |
Banco Santander, S.A.
|
335,227 | $3,781,360 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,086,697 | 415,190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,550,641 | 390,356 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $34,918,943 | 344,029 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $24,780,389 | 291,123 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $18,783,385 | 264,592 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,061,999 | 157,153 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,909,655 | 78,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,765,208 | 59,332 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,104,640 | 49,093 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,946,901 | 37,848 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,022,368 | 24,857 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,935,567 | 42,041 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,831,992 | 39,070 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,560,886 | 34,510 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,332,978 | 55,987 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $2,214,602 | 48,154 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $944,539 | 17,688 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $1,086,234 | 17,987 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,757,517 | 25,043 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,271,731 | 17,975 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $935,856 | 12,864 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $716,797 | 11,625 | Shares | Other | 2021-02-03 | |
| 2020-09-30 | $322,807 | 7,488 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $308,950 | 6,046 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,183,740 | 28,104 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||