Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,804,114
+$7,518,252 QoQ
Shares Held
98,629
+77.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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, 2026Vise Technologies, Inc. holds $159,529,284 across 13 Banks - Diversified names. C ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
251,991 | $82,484,214 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
192,201 | $15,883,490 | |
| 3 | C |
Citigroup Inc
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|
98,629 | $13,804,114 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
375,841 | $7,475,477 | |
| 5 | RY |
Royal Bank Of Canada
|
32,102 | $6,644,150 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
64,551 | $6,138,154 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
248,161 | $5,851,636 | |
| 8 | TD |
Toronto Dominion Bank
|
48,083 | $5,838,718 |
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,804,114 | 98,629 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,285,862 | 55,426 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,467,659 | 55,426 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,346,658 | 32,972 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,676,172 | 31,440 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,775,446 | 25,223 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,109,021 | 17,716 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,028,496 | 16,207 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,021,199 | 16,148 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $869,798 | 16,909 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $474,599 | 11,539 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $715,783 | 15,547 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $662,743 | 14,134 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $493,142 | 10,903 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $365,195 | 8,764 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $355,134 | 7,722 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||