Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,881,356
+$933,653 QoQ
Shares Held
20,587
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#917
of 2,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $126,700,767 across 8 Banks - Diversified names. C ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
311,115 | $101,837,272 | |
| 2 | BAC |
Bank Of America Corp /De/
|
244,406 | $13,926,253 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
63,814 | $5,273,588 | |
| 4 | C |
Citigroup Inc
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|
20,587 | $2,881,356 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
11,771 | $1,702,204 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,818 | $554,070 | |
| 7 | RY |
Royal Bank Of Canada
|
1,500 | $310,455 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,267 | $215,569 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,881,356 | 20,587 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,947,703 | 17,174 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,558,861 | 13,359 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,350,356 | 13,304 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,007,139 | 11,832 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $765,130 | 10,778 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $206,031 | 2,927 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||