Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,832,076
+$1,122,584 QoQ
Shares Held
13,090
+109.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,099
of 2,621 holders
Holding Since
Dec 2022
15 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, 2026Ethos Financial Group, LLC holds $12,924,449 across 6 Banks - Diversified names. C ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,341 | $7,967,539 | |
| 2 | C |
Citigroup Inc
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|
13,090 | $1,832,076 | |
| 3 | BAC |
Bank Of America Corp /De/
|
30,154 | $1,718,174 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,185 | $605,192 | |
| 5 | ING |
Ing Groep NV
|
18,317 | $574,787 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,743 | $226,681 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,076 | 13,090 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $709,492 | 6,256 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $734,796 | 6,297 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $594,993 | 5,862 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $504,250 | 5,924 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $396,337 | 5,583 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $387,637 | 5,507 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $332,406 | 5,310 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $314,634 | 4,958 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $315,567 | 4,990 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $306,942 | 5,967 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,286 | 5,988 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $225,319 | 4,894 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $229,479 | 4,894 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $221,355 | 4,894 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||