Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$859,914
+$160,061 QoQ
Shares Held
6,144
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,431
of 2,621 holders
Holding Since
Mar 2023
12 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, 2026Cyndeo Wealth Partners, LLC holds $31,851,667 across 6 Banks - Diversified names. C ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
77,465 | $25,356,618 | |
| 2 | BAC |
Bank Of America Corp /De/
|
34,103 | $1,943,188 | |
| 3 | TD |
Toronto Dominion Bank
|
14,480 | $1,758,306 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,362 | $1,186,875 | |
| 5 | C |
Citigroup Inc
This page
|
6,144 | $859,914 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,164 | $746,766 |
All Filings in C
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,914 | 6,144 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $699,853 | 6,171 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,205,407 | 10,330 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $990,437 | 9,758 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $850,008 | 9,986 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $708,764 | 9,984 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $521,237 | 7,405 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $468,122 | 7,478 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,372,526 | 100,418 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,039,609 | 95,503 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $213,784 | 4,156 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $210,629 | 4,492 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||