Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,985,612
+$345,590 QoQ
Shares Held
14,187
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,062
of 2,621 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $15,496,582 across 6 Banks - Diversified names. C ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,997 | $10,146,248 | |
| 2 | C |
Citigroup Inc
This page
|
14,187 | $1,985,612 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,072 | $1,941,422 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,568 | $1,369,179 | |
| 5 | RY |
Royal Bank Of Canada
|
207 | $42,842 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
78 | $11,279 |
All Filings in C
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,612 | 14,187 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,640,022 | 14,461 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,478,462 | 12,670 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,282,046 | 12,631 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,067,830 | 12,545 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $866,148 | 12,201 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $893,812 | 12,698 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $694,359 | 11,092 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $677,245 | 10,672 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $729,410 | 11,534 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $506,581 | 9,848 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,183,063 | 28,764 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,038,984 | 22,567 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $641,455 | 13,680 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $389,701 | 8,616 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $659,427 | 15,825 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $746,693 | 16,236 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $848,953 | 15,898 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $849,566 | 14,068 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $428,940 | 6,112 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $861,239 | 12,173 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $765,111 | 10,517 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $225,367 | 3,655 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||