Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,186,720
-$29,942 QoQ
Shares Held
8,479
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#1,259
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, 2026POWER WEALTH MANAGEMENT LLC holds $1,824,358 across 2 Banks - Diversified names. C ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
8,479 | $1,186,720 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,948 | $637,638 |
All Filings in C
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,720 | 8,479 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,216,662 | 10,728 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,315,796 | 11,276 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,217,391 | 11,994 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,146,311 | 13,467 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,002,875 | 14,127 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,001,579 | 14,229 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $888,043 | 14,186 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $799,913 | 12,605 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $791,954 | 12,523 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $579,265 | 11,261 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||