Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,630,436
+$932,250 QoQ
Shares Held
33,084
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#768
of 2,621 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $40,451,871 across 10 Banks - Diversified names. C ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,804 | $23,830,933 | |
| 2 | BAC |
Bank Of America Corp /De/
|
143,817 | $8,194,692 | |
| 3 | C |
Citigroup Inc
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|
33,084 | $4,630,436 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,094 | $1,577,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,222 | $899,763 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,707 | $301,626 | |
| 7 | TD |
Toronto Dominion Bank
|
2,333 | $283,296 | |
| 8 | RY |
Royal Bank Of Canada
|
1,336 | $276,511 |
All Filings in C
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,630,436 | 33,084 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,698,186 | 32,609 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,336,983 | 28,597 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,498,016 | 24,611 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,986,700 | 23,340 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,707,948 | 24,059 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,795,508 | 25,508 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,621,590 | 25,904 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,752,511 | 27,616 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,577,648 | 24,947 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $319,082 | 6,203 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $277,586 | 6,749 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $378,264 | 8,216 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $514,805 | 10,979 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||