Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$483,421
+$34,431 QoQ
Shares Held
3,454
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,732
of 2,617 holders
Holding Since
Jun 2025
5 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, 2026Carter Financial Group, INC. holds $3,215,429 across 9 Banks - Diversified names. C ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
2,407 | $498,176 | |
| 2 | TD |
Toronto Dominion Bank
|
3,993 | $484,869 | |
| 3 | C |
Citigroup Inc
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|
3,454 | $483,421 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
4,746 | $451,297 | |
| 5 | BAC |
Bank Of America Corp /De/
|
5,874 | $334,700 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
970 | $317,510 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,056 | $236,440 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,106 | $208,462 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,421 | 3,454 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $448,990 | 3,959 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $450,890 | 3,864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $407,015 | 4,010 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $234,846 | 2,759 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||