Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$279,080
+$53,054 QoQ
Shares Held
1,994
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,076
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, 2026ATTICUS WEALTH MANAGEMENT, LLC holds $2,686,264 across 2 Banks - Diversified names. C ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,354 | $2,407,184 | |
| 2 | C |
Citigroup Inc
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|
1,994 | $279,080 |
All Filings in C
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,080 | 1,994 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $226,026 | 1,993 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $19,152 | 225 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $15,830 | 223 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,556 | 221 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $13,709 | 219 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,770 | 217 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $13,659 | 216 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $11,008 | 214 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $8,678 | 211 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $9,622 | 209 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,659 | 206 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $9,226 | 204 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $18,293 | 439 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $20,189 | 439 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $21,627 | 405 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $11,836 | 196 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $34,739 | 495 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $13,654 | 193 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $13,968 | 192 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,777 | 191 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $8,147 | 189 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $9,555 | 187 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $7,792 | 185 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||