Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$882,727
+$225,630 QoQ
Shares Held
6,307
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,413
of 2,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $13,278,373 across 6 Banks - Diversified names. C ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,533 | $7,703,056 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,901 | $1,931,678 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
19,529 | $1,613,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,276 | $907,572 | |
| 5 | C |
Citigroup Inc
This page
|
6,307 | $882,727 | |
| 6 | RY |
Royal Bank Of Canada
|
1,157 | $239,464 |
All Filings in C
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,727 | 6,307 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $657,097 | 5,794 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $312,962 | 2,682 | Shares | Sole | 2026-03-24 | |
| No filing history on record for this holder in this stock. | ||||||