Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,770,999
+$1,301,072 QoQ
Shares Held
55,523
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#632
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026TKG Advisors, LLC holds $10,935,298 across 2 Banks - Diversified names. C ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
55,523 | $7,770,999 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
9,667 | $3,164,299 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,770,999 | 55,523 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,469,927 | 57,049 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,721,810 | 57,604 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,369,822 | 23,348 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||