Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$489,719
New position
Shares Held
3,499
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,730
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 60%
Shared 40%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $45,574,788 across 7 Banks - Diversified names. C ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,958 | $28,463,961 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
336,966 | $7,945,657 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
383,724 | $7,632,270 | |
| 4 | C |
Citigroup Inc
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|
3,499 | $489,719 | |
| 5 | BAC |
Bank Of America Corp /De/
|
7,873 | $448,603 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,253 | $374,095 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
2,668 | $220,483 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,719 | 3,499 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||