Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,067,894
+$355,113 QoQ
Shares Held
7,630
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,303
of 2,621 holders
Holding Since
Dec 2023
11 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, 2026TITLEIST ASSET MANAGEMENT, LLC holds $9,816,364 across 6 Banks - Diversified names. C ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,206 | $5,959,369 | |
| 2 | BAC |
Bank Of America Corp /De/
|
28,897 | $1,646,551 | |
| 3 | C |
Citigroup Inc
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|
7,630 | $1,067,894 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,456 | $450,883 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,555 | $369,478 | |
| 6 | UBS |
UBS Group AG
|
6,501 | $322,189 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,894 | 7,630 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $712,781 | 6,285 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $742,498 | 6,363 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $637,724 | 6,283 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $543,491 | 6,385 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $445,959 | 6,282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $533,767 | 7,583 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $610,037 | 9,745 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $662,522 | 10,440 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $658,201 | 10,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $430,912 | 8,377 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||