Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$436,535
+$80,542 QoQ
Shares Held
3,119
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,795
of 2,621 holders
Holding Since
Mar 2020
24 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, 2026Keudell/Morrison Wealth Management holds $6,019,041 across 7 Banks - Diversified names. C ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,490 | $3,106,361 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,030 | $994,159 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,076 | $583,740 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 5 | C |
Citigroup Inc
This page
|
3,119 | $436,535 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,283 | $226,706 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,505 | $217,638 |
All Filings in C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,535 | 3,119 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $355,993 | 3,139 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $475,628 | 4,076 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $370,782 | 4,356 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $313,633 | 4,418 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $314,080 | 4,462 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $266,237 | 4,253 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $309,367 | 4,875 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $307,472 | 4,862 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $247,561 | 6,019 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $277,022 | 6,017 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $282,090 | 6,016 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $274,500 | 6,069 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $263,104 | 6,314 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $288,541 | 6,274 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $365,149 | 6,838 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $400,929 | 6,639 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $469,925 | 6,696 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $396,695 | 5,607 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $533,475 | 7,333 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $404,551 | 6,561 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $229,086 | 5,314 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $268,632 | 5,257 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $210,010 | 4,986 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||