Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,411,356
-$248,059 QoQ
Shares Held
10,084
-31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,196
of 2,621 holders
Holding Since
Dec 2021
13 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, 2026Tevis Investment Management holds $2,869,938 across 2 Banks - Diversified names. C ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,456 | $1,458,582 | |
| 2 | C |
Citigroup Inc
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|
10,084 | $1,411,356 |
All Filings in C
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,411,356 | 10,084 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,659,415 | 14,632 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,632,376 | 13,989 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,419,883 | 13,989 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,622,216 | 19,058 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,412,842 | 19,902 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,400,901 | 19,902 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,276,789 | 20,396 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,254,286 | 19,765 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $934,434 | 14,776 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $528,134 | 10,267 | Shares | Sole | 2024-01-19 | |
| 2022-03-31 | $3,738 | 70 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $4,227 | 70 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||