Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$385,869
-$164,623 QoQ
Shares Held
2,757
-43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,854
of 2,621 holders
Holding Since
Mar 2026
2 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, 2026Gateway Wealth Partners, LLC holds $14,355,184 across 12 Banks - Diversified names. C ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,528 | $6,392,100 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,920 | $2,559,541 | |
| 3 | TD |
Toronto Dominion Bank
|
7,006 | $850,738 | |
| 4 | SAN |
Banco Santander, S.A.
|
52,442 | $723,699 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
29,009 | $684,032 | |
| 6 | RY |
Royal Bank Of Canada
|
3,284 | $679,689 | |
| 7 | BCS |
Barclays PLC
|
24,106 | $647,487 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,956 | $500,097 |
All Filings in C
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,869 | 2,757 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $550,492 | 4,854 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||