Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,741,775
+$649,129 QoQ
Shares Held
69,604
-13.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#576
of 2,617 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Mar 31, 2026CallValue
$113,410
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $39,121,852 across 7 Banks - Diversified names. C ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,921 | $14,376,660 | |
| 2 | C |
Citigroup Inc
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|
69,604 | $9,741,775 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
85,773 | $7,088,280 | |
| 4 | BAC |
Bank Of America Corp /De/
|
120,627 | $6,873,326 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,360 | $485,889 | |
| 6 | SAN |
Banco Santander, S.A.
|
24,057 | $331,986 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,355 | $223,936 |
All Filings in C
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,741,775 | 69,604 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,092,646 | 80,175 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $113,410 | 1,000 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $2,924,718 | 25,064 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,835,155 | 47,637 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $4,133,463 | 58,226 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $302,045 | 4,825 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,768,582 | 122,417 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $644,731 | 10,195 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,994,830 | 77,660 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,610,489 | 185,035 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $485,261 | 10,540 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $491,580 | 11,797 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $539,324 | 11,727 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $397,189 | 7,438 | Shares | Sole | 2022-05-10 | |
| 2021-03-31 | $1,683,798 | 23,145 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,277,286 | 20,715 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,082,535 | 25,111 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,086,539 | 21,263 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $646,162 | 15,341 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||