Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,868,634
+$280,229 QoQ
Shares Held
27,641
-12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.30%
of 13F equity value
Holder Rank
#829
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, 2026WETZEL INVESTMENT ADVISORS, INC. holds $16,733,029 across 2 Banks - Diversified names. C ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,301 | $12,864,395 | |
| 2 | C |
Citigroup Inc
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|
27,641 | $3,868,634 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,868,634 | 27,641 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,588,405 | 31,641 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,668,850 | 31,441 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,201,411 | 31,541 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,940,129 | 34,541 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,340,256 | 32,966 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,306,398 | 32,766 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,082,451 | 33,266 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,453,296 | 22,901 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,463,436 | 23,141 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $947,524 | 18,420 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||