Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,357
New position
Shares Held
1,553
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,232
of 2,617 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aspen Grove Capital, LLC holds $19,030,338 across 10 Banks - Diversified names. C ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
26,479 | $5,480,358 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
34,611 | $5,005,096 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
37,594 | $3,106,768 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
6,670 | $2,183,291 | |
| 5 | BAC |
Bank Of America Corp /De/
|
37,359 | $2,128,715 | |
| 6 | UBS |
UBS Group AG
|
5,798 | $287,348 | |
| 7 | C |
Citigroup Inc
This page
|
1,553 | $217,357 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,079 | $208,090 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,357 | 1,553 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||