Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$83,136
+$15,771 QoQ
Shares Held
594
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,371
of 2,617 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $1,331,116 across 9 Banks - Diversified names. C ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,687 | $879,535 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,082 | $175,612 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,020 | $166,932 | |
| 4 | C |
Citigroup Inc
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|
594 | $83,136 | |
| 5 | SAN |
Banco Santander, S.A.
|
459 | $6,334 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
247 | $6,189 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
287 | $5,708 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
164 | $3,867 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,136 | 594 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $67,365 | 594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $87,400 | 749 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $76,023 | 749 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,520 | 711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,516 | 613 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,051 | 569 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $97,656 | 1,560 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $38,012 | 599 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $37,880 | 599 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,761 | 598 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,192 | 29 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,335 | 29 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,359 | 29 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,698 | 126 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,166 | 28 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $23,178 | 504 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,432 | 289 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $1,690 | 28 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||