Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$793,713
+$299,813 QoQ
Shares Held
5,671
+30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,466
of 2,617 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,971,399 across 6 Banks - Diversified names. C ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,694 | $1,179,144 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,107 | $835,242 | |
| 4 | C |
Citigroup Inc
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|
5,671 | $793,713 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,152 | $241,703 | |
| 6 | SAN |
Banco Santander, S.A.
|
15,478 | $213,596 |
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,713 | 5,671 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $493,900 | 4,355 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $502,467 | 4,306 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $447,412 | 4,408 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $402,532 | 4,729 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $357,576 | 5,037 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $376,445 | 5,348 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $320,011 | 5,112 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $350,616 | 5,525 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $875,494 | 13,844 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $723,966 | 14,074 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $665,113 | 16,171 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,483,259 | 53,937 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,483,435 | 52,963 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,319,439 | 51,281 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,160,172 | 51,840 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,843,009 | 61,818 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,822,617 | 52,858 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,030,732 | 50,186 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,550,967 | 50,598 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,494,413 | 49,391 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,309,739 | 31,749 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $606,981 | 9,844 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||