Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$390,908
+$121,900 QoQ
Shares Held
2,793
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,844
of 2,621 holders
Holding Since
Sep 2024
6 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, 2026BlackDiamond Wealth Management, LLC holds $5,537,216 across 6 Banks - Diversified names. C ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,225 | $2,692,289 | |
| 2 | RY |
Royal Bank Of Canada
|
4,654 | $963,238 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,970 | $576,000 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,895 | $506,837 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,821 | $407,944 | |
| 6 | C |
Citigroup Inc
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|
2,793 | $390,908 |
All Filings in C
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,908 | 2,793 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $269,008 | 2,372 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $278,772 | 2,389 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $253,445 | 2,497 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $206,160 | 2,422 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $262,669 | 4,196 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||