Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,338,031
+$503,285 QoQ
Shares Held
16,705
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,002
of 2,617 holders
Holding Since
Sep 2024
8 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, 2026Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. C ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,329 | $8,290,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,418 | $3,328,657 | |
| 3 | RY |
Royal Bank Of Canada
|
11,844 | $2,451,352 | |
| 4 | C |
Citigroup Inc
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|
16,705 | $2,338,031 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
21,870 | $2,079,618 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,188 | $1,503,056 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,834 | $971,308 | |
| 8 | ING |
Ing Groep NV
|
25,101 | $787,669 |
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,338,031 | 16,705 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,834,746 | 16,178 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,608,921 | 13,788 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,062,197 | 10,465 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $624,270 | 7,334 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $526,106 | 7,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $347,445 | 4,936 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $205,015 | 3,275 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||