Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$206,580
-$246,452 QoQ
Shares Held
1,476
-83.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,267
of 2,621 holders
Holding Since
Sep 2021
11 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, 20261900 WEALTH MANAGEMENT LLC holds $6,055,752 across 6 Banks - Diversified names. C ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,355 | $2,734,842 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,801 | $1,057,874 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,416 | $783,207 | |
| 4 | BNS |
Bank Of Nova Scotia
|
8,903 | $773,136 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,777 | $500,113 | |
| 6 | C |
Citigroup Inc
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|
1,476 | $206,580 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,580 | 1,476 | Shares | Sole | 2026-08-04 | |
| 2023-12-31 | $453,032 | 8,807 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $455,309 | 11,070 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $277,759 | 6,033 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,305,721 | 49,173 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,224,094 | 49,173 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,049,038 | 49,173 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,302,949 | 50,075 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,674,005 | 50,075 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,024,029 | 50,075 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,486,051 | 49,673 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||