Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$270,122
+$233,264 QoQ
Shares Held
1,930
+493.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,095
of 2,617 holders
Holding Since
Sep 2020
21 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, 2026TFC Financial Management, Inc. holds $2,931,219 across 7 Banks - Diversified names. C ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,198 | $2,356,121 | |
| 2 | C |
Citigroup Inc
This page
|
1,930 | $270,122 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,059 | $174,301 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
704 | $101,805 | |
| 5 | BCS |
Barclays PLC
|
725 | $19,473 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
113 | $9,338 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1 | $59 |
All Filings in C
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,122 | 1,930 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $36,858 | 325 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $41,891 | 359 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $36,438 | 359 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $27,664 | 325 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $23,071 | 325 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $22,876 | 325 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $20,345 | 325 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $21,766 | 343 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $20,553 | 325 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,111 | 216 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $6,375 | 155 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $7,826 | 170 | Shares | Sole | 2023-08-07 | |
| 2022-06-30 | $1,425 | 31 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,655 | 31 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,872 | 31 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,175 | 31 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,193 | 31 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,255 | 31 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,911 | 31 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,336 | 31 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||