Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,600,442
+$274,113 QoQ
Shares Held
11,435
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,142
of 2,621 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Venture Visionary Partners LLC holds $104,671,245 across 9 Banks - Diversified names. C ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
256,731 | $84,035,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
236,425 | $13,471,496 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
29,896 | $2,470,605 | |
| 4 | SAN |
Banco Santander, S.A.
|
139,853 | $1,929,971 | |
| 5 | C |
Citigroup Inc
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|
11,435 | $1,600,442 | |
| 6 | TD |
Toronto Dominion Bank
|
2,647 | $321,425 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,141 | $309,610 | |
| 8 | UBS |
UBS Group AG
|
5,827 | $288,786 |
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,442 | 11,435 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,326,329 | 11,695 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,978,945 | 16,959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,776,453 | 17,502 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,562,547 | 18,357 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,260,853 | 17,761 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,254,912 | 17,828 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $1,156,409 | 18,473 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,230,489 | 19,390 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,262,649 | 19,966 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $768,307 | 14,936 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $659,067 | 16,024 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $812,790 | 17,654 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $751,224 | 16,021 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $775,423 | 17,144 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $484,330 | 11,623 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $434,927 | 9,457 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $383,358 | 7,179 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,220,240 | 20,206 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,807,485 | 25,755 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,925,956 | 27,222 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,562,524 | 21,478 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,115,737 | 18,095 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||