Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$336,883
+$117,549 QoQ
Shares Held
2,407
+24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,940
of 2,621 holders
Holding Since
Mar 2020
9 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, 2026Red Door Wealth Management, LLC holds $30,510,123 across 6 Banks - Diversified names. C ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,114 | $27,533,035 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
7,165 | $1,036,130 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,356 | $704,044 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,257 | $599,718 | |
| 5 | C |
Citigroup Inc
This page
|
2,407 | $336,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,451 | $300,313 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,883 | 2,407 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $219,334 | 1,934 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $230,812 | 1,978 | Shares | Sole | 2026-01-20 | |
| 2021-12-31 | $237,393 | 3,931 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $245,279 | 3,495 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $267,010 | 3,774 | Shares | Sole | 2021-07-29 | |
| 2020-09-30 | $642,295 | 14,899 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $810,701 | 15,865 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $570,052 | 13,534 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||