Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$326,246
+$70,961 QoQ
Shares Held
2,331
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,954
of 2,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026American Trust holds $13,326,522 across 6 Banks - Diversified names. C ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,269 | $9,907,951 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,612 | $2,257,091 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,203 | $347,335 | |
| 4 | C |
Citigroup Inc
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|
2,331 | $326,246 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,831 | $264,780 | |
| 6 | UBS |
UBS Group AG
|
4,502 | $223,119 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,246 | 2,331 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,285 | 2,251 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $274,338 | 2,351 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $225,431 | 2,221 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||