Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,935
New position
Shares Held
121
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,519
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $5,045,876 across 7 Banks - Diversified names. C ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,304 | $3,700,138 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,958 | $1,153,489 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,915 | $109,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
214 | $30,946 | |
| 5 | BNS |
Bank Of Nova Scotia
|
300 | $26,052 | |
| 6 | C |
Citigroup Inc
This page
|
121 | $16,935 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
80 | $9,200 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,935 | 121 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||