Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$24,809,169
+$4,718,701 QoQ
Shares Held
177,259
+0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
5.73%
of 13F equity value
Holder Rank
#377
of 2,621 holders
Holding Since
Dec 2021
19 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, 2026Carmel Capital Management L.L.C. holds $45,150,764 across 2 Banks - Diversified names. C ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
177,259 | $24,809,169 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
62,144 | $20,341,595 |
All Filings in C
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,809,169 | 177,259 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $20,090,468 | 177,149 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,881,558 | 178,949 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,899,423 | 176,349 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,830,032 | 174,225 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,336,287 | 173,775 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,806,624 | 153,525 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,806,255 | 140,675 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,035,117 | 142,375 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,093,139 | 127,975 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $6,567,602 | 127,675 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,352,582 | 105,825 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,619,182 | 122,050 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,653,761 | 120,575 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,365,408 | 118,625 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,900,600 | 117,605 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,193,650 | 112,930 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $5,866,524 | 109,860 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,571,035 | 108,810 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||