Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$766,001
+$189,312 QoQ
Shares Held
5,473
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,483
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rosenberg Matthew Hamilton holds $5,375,342 across 15 Banks - Diversified names. C ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,292 | $2,059,560 | |
| 2 | C |
Citigroup Inc
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|
5,473 | $766,001 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,836 | $617,435 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,993 | $495,261 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,157 | $311,923 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,713 | $257,979 | |
| 7 | UBS |
UBS Group AG
|
4,001 | $198,289 | |
| 8 | RY |
Royal Bank Of Canada
|
915 | $189,377 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,001 | 5,473 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $576,689 | 5,085 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $601,303 | 5,153 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $503,034 | 4,956 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $404,320 | 4,750 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $285,734 | 4,025 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $283,319 | 4,025 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $248,459 | 3,969 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $247,557 | 3,901 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $246,699 | 3,901 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $200,358 | 3,895 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $173,280 | 4,213 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $188,810 | 4,101 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $205,003 | 4,372 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $197,745 | 4,372 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $184,056 | 4,417 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $200,102 | 4,351 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $190,744 | 3,572 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $202,910 | 3,360 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $237,840 | 3,389 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $208,005 | 2,940 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $213,812 | 2,939 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $175,792 | 2,851 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $107,473 | 2,493 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $127,392 | 2,493 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $111,912 | 2,657 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||