Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,240,339
+$125,016 QoQ
Shares Held
16,007
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,016
of 2,617 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. C ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
This page
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in C
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,240,339 | 16,007 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,115,323 | 18,652 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,127,958 | 18,236 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,906,271 | 18,781 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,519,477 | 17,851 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $569,836 | 8,027 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $772,882 | 10,980 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $686,909 | 10,973 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $683,464 | 10,770 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $706,517 | 11,172 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $715,324 | 13,906 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $847,319 | 20,601 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $763,343 | 16,580 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,185,191 | 25,276 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $703,462 | 15,553 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $456,078 | 10,945 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $609,551 | 13,254 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $896,479 | 16,788 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,214,865 | 20,117 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $967,641 | 13,788 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $869,376 | 12,288 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,324,341 | 18,204 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||