Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$211,619
-$216,049 QoQ
Shares Held
1,512
-58.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,253
of 2,621 holders
Holding Since
Dec 2025
2 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, 2026SMITH, MOORE & CO. holds $7,755,636 across 6 Banks - Diversified names. C ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,284 | $5,657,571 | |
| 2 | BAC |
Bank Of America Corp /De/
|
10,998 | $626,666 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
2,636 | $465,781 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,165 | $426,835 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,539 | $367,164 | |
| 6 | C |
Citigroup Inc
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|
1,512 | $211,619 |
All Filings in C
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,619 | 1,512 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $427,668 | 3,665 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||