Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$836,400
-$18,938 QoQ
Shares Held
5,976
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,439
of 2,617 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $11,441,450 across 7 Banks - Diversified names. C ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,527 | $4,100,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,015 | $2,678,914 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,341 | $1,680,980 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,155 | $1,179,294 | |
| 5 | C |
Citigroup Inc
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|
5,976 | $836,400 | |
| 6 | ING |
Ing Groep NV
|
21,675 | $680,161 | |
| 7 | TD |
Toronto Dominion Bank
|
2,349 | $285,239 |
All Filings in C
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,400 | 5,976 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $855,338 | 7,542 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $886,610 | 7,598 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $772,313 | 7,609 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $646,826 | 7,599 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $442,764 | 6,237 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $417,131 | 5,926 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $369,214 | 5,898 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $372,319 | 5,867 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $369,258 | 5,839 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $303,907 | 5,908 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $244,517 | 5,945 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $295,484 | 6,418 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $298,079 | 6,357 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $286,079 | 6,325 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $312,191 | 7,492 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $338,486 | 7,360 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $292,792 | 5,483 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $329,548 | 5,457 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $381,287 | 5,433 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $382,828 | 5,411 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $392,268 | 5,392 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $329,634 | 5,346 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $229,345 | 5,320 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||