Position in C
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,905,850
+$378,733 QoQ
Shares Held
16,805
+28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $21,523,870 across 11 Banks - Diversified names. C ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,493 | $11,028,937 | |
| 2 | BAC |
Bank Of America Corp /De/
|
63,415 | $3,091,477 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
31,085 | $2,474,672 | |
| 4 | C |
Citigroup Inc
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|
16,805 | $1,905,850 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,545 | $1,156,478 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,438 | $526,476 | |
| 7 | TD |
Toronto Dominion Bank
|
3,665 | $341,978 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,217 | $309,140 |
All Filings in C
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,905,850 | 16,805 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,527,117 | 13,087 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,277,782 | 12,589 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,004,497 | 11,801 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $527,950 | 7,437 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $495,543 | 7,040 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $510,062 | 8,148 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $932,924 | 14,701 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $243,284 | 3,847 | Shares | Other | 2024-05-13 | |
| 2023-03-31 | $339,624 | 7,243 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $227,504 | 5,030 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $202,431 | 4,858 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $244,732 | 4,583 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $609,576 | 10,094 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||