Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$593,010
+$131,502 QoQ
Shares Held
4,237
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,626
of 2,621 holders
Holding Since
Jun 2024
7 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, 2026Tradewinds, LLC. holds $19,628,282 across 6 Banks - Diversified names. C ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,409 | $11,590,427 | |
| 2 | RY |
Royal Bank Of Canada
|
27,622 | $5,716,925 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,071 | $1,493,387 | |
| 4 | C |
Citigroup Inc
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|
4,237 | $593,010 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,419 | $205,201 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
166 | $29,332 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,010 | 4,237 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $461,508 | 3,955 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $461,825 | 4,550 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $322,223 | 4,539 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $318,514 | 4,525 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $310,057 | 4,953 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $286,014 | 4,507 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||