Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$758,303
+$119,578 QoQ
Shares Held
5,418
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,491
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026MFA Wealth Services holds $4,747,994 across 6 Banks - Diversified names. C ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
16,712 | $1,381,079 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
3,691 | $1,208,175 | |
| 3 | C |
Citigroup Inc
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|
5,418 | $758,303 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,434 | $641,200 | |
| 5 | TD |
Toronto Dominion Bank
|
3,628 | $440,548 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,593 | $318,689 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,303 | 5,418 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $638,725 | 5,632 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $658,948 | 5,647 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $731,307 | 7,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $594,648 | 6,986 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $478,614 | 6,742 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $459,294 | 6,525 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||