Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$257,526
+$49,192 QoQ
Shares Held
1,840
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,119
of 2,617 holders
Holding Since
Sep 2025
4 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, 2026Hoxton Planning & Management, LLC holds $2,830,551 across 6 Banks - Diversified names. C ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,897 | $1,275,605 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,515 | $428,204 | |
| 3 | SAN |
Banco Santander, S.A.
|
24,210 | $334,098 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,823 | $268,439 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,227 | $266,679 | |
| 6 | C |
Citigroup Inc
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|
1,840 | $257,526 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,526 | 1,840 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $208,334 | 1,837 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $219,843 | 1,884 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $208,075 | 2,050 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||