Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,039,482
+$229,055 QoQ
Shares Held
7,427
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,317
of 2,617 holders
Holding Since
Dec 2021
18 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, 2026SJS Investment Consulting Inc. holds $4,427,932 across 19 Banks - Diversified names. C ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,304 | $2,063,487 | |
| 2 | C |
Citigroup Inc
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|
7,427 | $1,039,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,665 | $493,731 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,308 | $356,012 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
452 | $65,363 | |
| 6 | UBS |
UBS Group AG
|
1,057 | $52,384 | |
| 7 | BCS |
Barclays PLC
|
1,948 | $52,322 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
536 | $50,967 |
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,482 | 7,427 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $810,427 | 7,146 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $804,576 | 6,895 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $609,000 | 6,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $477,863 | 5,614 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $394,988 | 5,564 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $388,975 | 5,526 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $344,174 | 5,498 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $344,778 | 5,433 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $350,285 | 5,539 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $273,917 | 5,325 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $216,754 | 5,270 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $240,144 | 5,216 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $242,608 | 5,174 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $230,989 | 5,107 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $211,766 | 5,082 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $267,853 | 5,016 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $295,005 | 4,885 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||