Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$750,885
+$143,688 QoQ
Shares Held
5,365
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,499
of 2,621 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $8,883,489 across 10 Banks - Diversified names. C ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,050 | $1,769,229 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,825 | $1,579,367 | |
| 3 | TD |
Toronto Dominion Bank
|
11,400 | $1,384,302 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,697 | $968,453 | |
| 5 | C |
Citigroup Inc
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|
5,365 | $750,885 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,875 | $684,712 | |
| 7 | BNS |
Bank Of Nova Scotia
|
7,126 | $618,821 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,885 | 5,365 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $607,197 | 5,354 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $623,357 | 5,342 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $540,792 | 5,328 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $478,033 | 5,616 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $388,031 | 5,466 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $501,176 | 7,120 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $450,219 | 7,192 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $445,044 | 7,013 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $442,363 | 6,995 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $359,102 | 6,981 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $303,045 | 7,368 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $423,982 | 9,209 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $430,168 | 9,174 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $413,583 | 9,144 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $392,281 | 9,414 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $428,718 | 9,322 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $485,726 | 9,096 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $547,918 | 9,073 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||