Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,533,567
+$424,095 QoQ
Shares Held
25,247
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#860
of 2,617 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $77,639,682 across 12 Banks - Diversified names. C ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
189,020 | $61,871,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
97,013 | $5,527,798 | |
| 3 | C |
Citigroup Inc
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|
25,247 | $3,533,567 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
34,836 | $2,878,843 | |
| 5 | RY |
Royal Bank Of Canada
|
4,360 | $902,387 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,692 | $533,898 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,911 | $514,373 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,372 | $510,820 |
All Filings in C
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,533,567 | 25,247 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,109,472 | 27,418 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,368,954 | 28,871 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,853,569 | 28,114 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,616,331 | 30,737 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $2,010,079 | 28,315 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,829,081 | 25,985 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $898,872 | 14,359 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $897,576 | 14,144 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $874,101 | 13,822 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||