Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,534
+$205,492 QoQ
Shares Held
1,640
+673.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,201
of 2,617 holders
Holding Since
Sep 2020
23 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, 2026NFSG Corp holds $3,336,649 across 11 Banks - Diversified names. C ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,919 | $2,592,126 | |
| 2 | C |
Citigroup Inc
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|
1,640 | $229,534 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,508 | $142,905 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
637 | $92,116 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,013 | $83,714 | |
| 6 | UBS |
UBS Group AG
|
1,425 | $70,623 | |
| 7 | TD |
Toronto Dominion Bank
|
495 | $60,107 | |
| 8 | BNS |
Bank Of Nova Scotia
|
320 | $27,788 |
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,534 | 1,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,042 | 212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $51,110 | 438 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $20,909 | 206 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,473 | 405 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $64,174 | 904 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $119,803 | 1,702 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $115,243 | 1,816 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $133,942 | 2,118 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $138,322 | 2,689 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $118,989 | 2,893 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $158,101 | 3,434 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $172,836 | 3,686 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $155,907 | 3,447 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $146,345 | 3,512 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $157,331 | 3,421 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $110,644 | 2,072 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $131,589 | 2,179 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $46,810 | 667 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $54,265 | 767 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $55,144 | 758 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $66,407 | 1,077 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $82,469 | 1,913 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||