Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$356,898
+$67,703 QoQ
Shares Held
2,550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,900
of 2,621 holders
Holding Since
Dec 2020
17 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, 2026Valley Brook Capital Group, Inc. holds $6,501,536 across 2 Banks - Diversified names. C ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,772 | $6,144,638 | |
| 2 | C |
Citigroup Inc
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|
2,550 | $356,898 |
All Filings in C
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,898 | 2,550 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $289,195 | 2,550 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $297,559 | 2,550 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $258,825 | 2,550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $217,056 | 2,550 | Shares | Sole | 2025-07-25 | |
| 2024-06-30 | $214,748 | 3,384 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $220,328 | 3,484 | Shares | Sole | 2024-05-01 | |
| 2023-03-31 | $365,413 | 7,793 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $386,399 | 8,543 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $355,986 | 8,543 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $392,892 | 8,543 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $592,366 | 11,093 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $631,196 | 10,452 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $733,521 | 10,452 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $762,826 | 10,782 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $764,020 | 10,502 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $656,802 | 10,652 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||