Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$548,363
+$508,103 QoQ
Shares Held
3,918
+1003.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,670
of 2,617 holders
Holding Since
Dec 2022
8 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, 2026Creative Capital Management Investments LLC holds $1,137,279 across 10 Banks - Diversified names. C ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
3,918 | $548,363 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,011 | $330,930 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,339 | $193,294 | |
| 4 | BAC |
Bank Of America Corp /De/
|
443 | $25,242 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
114 | $16,485 | |
| 6 | BCS |
Barclays PLC
|
249 | $6,688 | |
| 7 | UBS |
UBS Group AG
|
130 | $6,442 | |
| 8 | TD |
Toronto Dominion Bank
|
41 | $4,978 |
All Filings in C
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,363 | 3,918 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $40,260 | 355 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $38,274 | 328 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,292 | 328 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $34,133 | 401 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $23,284 | 328 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $34,631 | 492 | Shares | Sole | 2025-01-31 | |
| 2022-12-31 | $1 | 27 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||