Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$451,370
+$97,872 QoQ
Shares Held
3,225
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,777
of 2,621 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $6,426,873 across 6 Banks - Diversified names. C ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,117 | $3,966,257 | |
| 2 | RY |
Royal Bank Of Canada
|
3,954 | $818,359 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,028 | $685,355 | |
| 4 | C |
Citigroup Inc
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|
3,225 | $451,370 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,062 | $253,043 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,746 | $252,489 |
All Filings in C
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,370 | 3,225 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $353,498 | 3,117 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $335,016 | 2,871 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $267,554 | 2,636 | Shares | Sole | 2025-11-03 | |
| 2021-12-31 | $205,990 | 3,411 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||