Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,272,124
+$750,340 QoQ
Shares Held
23,379
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#883
of 2,617 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Mar 31, 2021CallValue
$26,000
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HUB Investment Partners, LLC holds $92,115,576 across 15 Banks - Diversified names. C ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
166,772 | $54,589,478 | |
| 2 | BAC |
Bank Of America Corp /De/
|
298,652 | $17,017,190 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
130,960 | $10,822,534 | |
| 4 | C |
Citigroup Inc
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|
23,379 | $3,272,124 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,704 | $1,258,685 | |
| 6 | SAN |
Banco Santander, S.A.
|
66,109 | $912,304 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
28,730 | $719,973 | |
| 8 | BCS |
Barclays PLC
|
25,916 | $696,103 |
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,272,124 | 23,379 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,521,784 | 22,236 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,116,406 | 18,137 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,301,229 | 15,287 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $855,358 | 12,049 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,057,398 | 15,022 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $689,163 | 11,009 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $881,459 | 13,890 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $905,280 | 14,315 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $610,592 | 11,870 | Shares | Sole | 2024-02-06 | |
| 2021-03-31 | $518,853 | 7,132 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $26,000 | 10,000 | Call | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||