Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,289,325
+$390,956 QoQ
Shares Held
16,357
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,012
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026Cardinal Point Capital Management ULC holds $152,692,106 across 9 Banks - Diversified names. C ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
192,782 | $39,900,090 | |
| 2 | TD |
Toronto Dominion Bank
|
286,027 | $34,732,258 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
175,545 | $31,018,801 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
60,964 | $19,955,346 | |
| 5 | BNS |
Bank Of Nova Scotia
|
214,403 | $18,618,756 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
29,132 | $3,350,180 | |
| 7 | BAC |
Bank Of America Corp /De/
|
42,876 | $2,443,074 | |
| 8 | C |
Citigroup Inc
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|
16,357 | $2,289,325 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,289,325 | 16,357 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,898,369 | 16,739 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,918,266 | 16,439 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,776,960 | 17,507 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,545,523 | 18,157 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,200,227 | 16,907 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||