Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,092,947
+$446,510 QoQ
Shares Held
7,809
+37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1,293
of 2,621 holders
Holding Since
Sep 2020
7 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, 2026Baron Financial Group, LLC holds $1,359,720 across 2 Banks - Diversified names. C ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
7,809 | $1,092,947 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
815 | $266,773 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,947 | 7,809 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $646,437 | 5,700 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $684,503 | 5,866 | Shares | Sole | 2026-01-09 | |
| 2021-06-30 | $1,415 | 20 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,455 | 20 | Shares | Sole | 2021-09-01 | |
| 2020-12-31 | $1,233 | 20 | Shares | Sole | 2021-09-01 | |
| 2020-09-30 | $862 | 20 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||