Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$169,211
-$20,410 QoQ
Shares Held
1,209
-27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,307
of 2,621 holders
Holding Since
Mar 2021
20 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, 2026Activest Wealth Management holds $1,637,903 across 8 Banks - Diversified names. C ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,732 | $894,265 | |
| 2 | C |
Citigroup Inc
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|
1,209 | $169,211 | |
| 3 | SAN |
Banco Santander, S.A.
|
12,202 | $168,387 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,560 | $145,868 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,577 | $130,323 | |
| 6 | BCS |
Barclays PLC
|
2,495 | $67,015 | |
| 7 | UBS |
UBS Group AG
|
836 | $41,432 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
148 | $21,402 |
All Filings in C
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,211 | 1,209 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $189,621 | 1,672 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $168,500 | 1,444 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $118,958 | 1,172 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $78,140 | 918 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $88,027 | 1,240 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,650 | 1,231 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $178,410 | 2,850 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $118,606 | 1,869 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $205,466 | 3,249 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $192,797 | 3,748 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $133,590 | 3,248 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $20,625 | 448 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $21,006 | 448 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $20,327 | 442 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $23,602 | 442 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $26,692 | 442 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $70,109 | 999 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,447 | 77 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $46,050 | 633 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||