Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$595,809
+$118,920 QoQ
Shares Held
4,257
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,620
of 2,617 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $7,518,875 across 8 Banks - Diversified names. C ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,315 | $2,067,088 | |
| 2 | SAN |
Banco Santander, S.A.
|
94,626 | $1,305,838 | |
| 3 | BCS |
Barclays PLC
|
40,847 | $1,097,150 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,586 | $717,150 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,040 | $664,425 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
24,421 | $611,990 | |
| 7 | C |
Citigroup Inc
This page
|
4,257 | $595,809 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,995 | $459,425 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,809 | 4,257 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $476,889 | 4,205 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $491,614 | 4,213 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $341,547 | 3,365 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $279,789 | 3,287 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||