Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$43,316,920
+$8,650,999 QoQ
Shares Held
309,495
+1.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
3.70%
of 13F equity value
Holder Rank
#292
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, 2026WAYCROSS PARTNERS, LLC holds $44,052,430 across 2 Banks - Diversified names. C ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
309,495 | $43,316,920 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,247 | $735,510 |
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,316,920 | 309,495 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,665,921 | 305,669 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $42,866,888 | 367,357 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $41,915,846 | 412,964 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $34,416,569 | 404,330 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $27,292,673 | 384,458 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,487,388 | 205,816 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,419,527 | 198,395 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,291,501 | 177,931 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,051,555 | 158,943 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,227,924 | 179,392 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,324,696 | 105,147 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,587,701 | 99,646 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,647,010 | 77,778 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,871,697 | 63,491 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $930,741 | 22,336 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,025,531 | 22,299 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,148,046 | 21,499 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,163,956 | 19,274 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,594,344 | 36,967 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,557,895 | 36,154 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,532,915 | 21,071 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,222,779 | 19,831 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||