Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$237,232
+$230,149 QoQ
Shares Held
1,695
+897.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,181
of 2,621 holders
Holding Since
Jun 2022
3 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, 2026CASTLE WEALTH MANAGEMENT LLC holds $2,758,000 across 2 Banks - Diversified names. C ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,701 | $2,520,768 | |
| 2 | C |
Citigroup Inc
This page
|
1,695 | $237,232 |
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,232 | 1,695 | Shares | Sole | 2026-07-31 | |
| 2022-09-30 | $7,083 | 170 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,107 | 285 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||