Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$30,371
+$14,834 QoQ
Shares Held
217
+58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,470
of 2,621 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $4,559,733 across 8 Banks - Diversified names. C ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,233 | $4,004,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,961 | $396,637 | |
| 3 | RY |
Royal Bank Of Canada
|
275 | $56,916 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
287 | $41,503 | |
| 5 | C |
Citigroup Inc
This page
|
217 | $30,371 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
160 | $13,222 | |
| 7 | TD |
Toronto Dominion Bank
|
75 | $9,107 | |
| 8 | ING |
Ing Groep NV
|
247 | $7,750 |
All Filings in C
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,371 | 217 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $15,537 | 137 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,986 | 137 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $26,085 | 257 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $11,661 | 137 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,654 | 136 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,548 | 22 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,377 | 22 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,396 | 22 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,391 | 22 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,131 | 22 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $82 | 2 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,327 | 94 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,658 | 142 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,291 | 117 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,834 | 284 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $11,910 | 259 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,213 | 210 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $12,560 | 208 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $25,404 | 362 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $26,176 | 370 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $18,842 | 259 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $73,313 | 1,189 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||