Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$201,962
New position
Shares Held
1,443
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,286
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Great Waters Wealth Management holds $516,903 across 2 Banks - Diversified names. C ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
3,811 | $314,941 | |
| 2 | C |
Citigroup Inc
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|
1,443 | $201,962 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,962 | 1,443 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||