Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,280,074
+$255,188 QoQ
Shares Held
9,146
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,229
of 2,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026United Community Bank holds $6,553,458 across 6 Banks - Diversified names. C ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,015 | $3,278,209 | |
| 2 | C |
Citigroup Inc
This page
|
9,146 | $1,280,074 | |
| 3 | TD |
Toronto Dominion Bank
|
8,455 | $1,026,690 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,183 | $751,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,998 | $165,114 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
361 | $52,204 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,280,074 | 9,146 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,024,886 | 9,037 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,008,434 | 8,642 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $870,058 | 8,572 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $309,666 | 3,638 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $256,060 | 3,607 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $240,733 | 3,420 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $222,230 | 3,550 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $225,917 | 3,560 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $271,805 | 4,298 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $220,266 | 4,282 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||