Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$54,054,090
+$6,967,393 QoQ
Shares Held
386,211
-7.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#263
of 2,631 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $304,666,223 across 19 Banks - Diversified names. C ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
374,144 | $122,468,554 | |
| 2 | C |
Citigroup Inc
This page
|
386,211 | $54,054,090 | |
| 3 | BAC |
Bank Of America Corp /De/
|
699,014 | $39,829,817 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
412,166 | $34,061,397 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
61,592 | $8,906,818 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
49,984 | $4,752,978 | |
| 7 | SAN |
Banco Santander, S.A.
|
332,187 | $4,584,179 | |
| 8 | RY |
Royal Bank Of Canada
|
19,915 | $4,121,807 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,054,090 | 386,211 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||