Position in C
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$58,503
-$57,515 QoQ
Shares Held
418
-59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,413
of 2,617 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $1,753,365 across 13 Banks - Diversified names. C ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,520 | $1,152,201 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,360 | $305,412 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,041 | $168,668 | |
| 4 | C |
Citigroup Inc
This page
|
418 | $58,503 | |
| 5 | BCS |
Barclays PLC
|
756 | $20,306 | |
| 6 | ING |
Ing Groep NV
|
553 | $17,353 | |
| 7 | UBS |
UBS Group AG
|
180 | $8,920 | |
| 8 | BNS |
Bank Of Nova Scotia
|
98 | $8,510 |
All Filings in C
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,503 | 418 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $116,018 | 1,023 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $68,497 | 587 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $36,337 | 358 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $24,174 | 284 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $20,161 | 284 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $25,481 | 362 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $34,054 | 544 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $20,243 | 319 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,363 | 322 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $15,637 | 304 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $10,323 | 251 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $16,758 | 364 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $11,863 | 253 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $8,955 | 198 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $5,917 | 142 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||