Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$695,601
+$8,110 QoQ
Shares Held
4,970
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,541
of 2,621 holders
Holding Since
Mar 2020
24 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, 2026Capital Square, LLC holds $2,666,127 across 2 Banks - Diversified names. C ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,020 | $1,970,526 | |
| 2 | C |
Citigroup Inc
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|
4,970 | $695,601 |
All Filings in C
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,601 | 4,970 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $687,491 | 6,062 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $769,220 | 6,592 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $669,088 | 6,592 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $561,111 | 6,592 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $530,437 | 7,472 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $529,403 | 7,521 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $467,747 | 7,472 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $470,302 | 7,411 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $468,671 | 7,411 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $381,221 | 7,411 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $212,066 | 5,156 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $352,482 | 7,656 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $358,989 | 7,656 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $488,303 | 10,796 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $514,874 | 12,356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $548,706 | 11,931 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $435,263 | 8,151 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $347,000 | 5,746 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $483,820 | 6,894 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $473,671 | 6,695 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $471,856 | 6,486 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $392,465 | 6,365 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $103,952 | 2,468 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||