Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,552,480
+$3,304,817 QoQ
Shares Held
103,976
+4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#485
of 2,617 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $164,433,158 across 18 Banks - Diversified names. C ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
259,187 | $84,839,680 | |
| 2 | BAC |
Bank Of America Corp /De/
|
536,760 | $30,584,584 | |
| 3 | C |
Citigroup Inc
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|
103,976 | $14,552,480 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
154,805 | $12,793,085 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
43,139 | $6,238,330 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
12,873 | $2,274,659 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
90,600 | $1,802,034 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
16,887 | $1,605,784 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,552,480 | 103,976 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,247,663 | 99,177 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,491,247 | 89,907 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,773,254 | 86,436 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,008,450 | 70,588 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,096,798 | 71,796 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,430,175 | 48,731 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,687,355 | 42,929 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,642,791 | 41,645 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,280,940 | 36,068 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,682,859 | 32,715 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $656,270 | 15,956 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,344,782 | 29,209 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,229,596 | 26,223 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,054,401 | 23,312 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $878,445 | 21,081 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,051,699 | 22,868 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,222,699 | 22,897 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,226,279 | 20,306 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||