Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,142
+$11,788 QoQ
Shares Held
444
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,409
of 2,621 holders
Holding Since
Jun 2022
17 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, 2026Coston, McIsaac & Partners holds $496,484 across 7 Banks - Diversified names. C ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,001 | $327,657 | |
| 2 | C |
Citigroup Inc
This page
|
444 | $62,142 | |
| 3 | BNS |
Bank Of Nova Scotia
|
501 | $43,506 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
263 | $21,734 | |
| 5 | TD |
Toronto Dominion Bank
|
178 | $21,614 | |
| 6 | BAC |
Bank Of America Corp /De/
|
348 | $19,829 | |
| 7 | UBS |
UBS Group AG
|
52 | $2 |
All Filings in C
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,142 | 444 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $50,354 | 444 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $51,810 | 444 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $45,066 | 444 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $37,793 | 444 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,081 | 466 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,801 | 466 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $29,171 | 466 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $29,572 | 466 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $29,469 | 466 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $24,073 | 468 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $19,207 | 467 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,500 | 467 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $21,897 | 467 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $21,122 | 467 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,459 | 467 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $21,477 | 467 | Shares | Sole | 2022-09-21 | |
| No filing history on record for this holder in this stock. | ||||||