Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,210,712
+$2,714,745 QoQ
Shares Held
108,679
-1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.96%
of 13F equity value
Holder Rank
#478
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026WealthBridge Investment Counsel Inc. holds $34,106,818 across 2 Banks - Diversified names. C ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,728 | $18,896,106 | |
| 2 | C |
Citigroup Inc
This page
|
108,679 | $15,210,712 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,210,712 | 108,679 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,495,967 | 110,184 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $12,953,640 | 111,009 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,282,638 | 111,159 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $9,604,430 | 112,834 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,077,526 | 113,784 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $8,005,736 | 113,734 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,119,748 | 113,734 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,096,985 | 111,834 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,015,466 | 110,934 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,701,300 | 110,834 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $4,784,817 | 116,334 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,284,655 | 114,784 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,330,642 | 113,684 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,123,835 | 113,284 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,986,110 | 95,659 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,645,121 | 79,259 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,133,640 | 77,409 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $4,528,283 | 74,984 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,243,639 | 74,717 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $5,286,227 | 74,717 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,357,455 | 73,642 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,516,101 | 73,242 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,163,929 | 73,392 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,757,996 | 73,542 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,137,603 | 74,492 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||