Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$699,660
+$180,129 QoQ
Shares Held
4,999
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,532
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $250,793,294 across 11 Banks - Diversified names. C ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
739,408 | $242,030,420 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,587 | $2,882,447 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
16,294 | $2,356,275 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
20,540 | $1,697,425 | |
| 5 | C |
Citigroup Inc
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|
4,999 | $699,660 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,804 | $667,460 | |
| 7 | TD |
Toronto Dominion Bank
|
1,600 | $194,288 | |
| 8 | ING |
Ing Groep NV
|
4,000 | $125,520 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,660 | 4,999 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $519,531 | 4,581 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $551,243 | 4,724 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $532,672 | 5,248 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $477,352 | 5,608 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $413,374 | 5,823 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $418,750 | 5,949 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $420,296 | 6,714 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $426,070 | 6,714 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $447,928 | 7,083 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $362,137 | 7,040 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $567,923 | 13,808 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $792,026 | 17,203 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $138,466 | 2,953 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $133,564 | 2,953 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $135,885 | 3,261 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $151,583 | 3,296 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $172,749 | 3,235 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $262,575 | 4,348 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $189,415 | 2,699 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $196,968 | 2,784 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $217,086 | 2,984 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $182,143 | 2,954 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $123,682 | 2,869 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $162,446 | 3,179 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $123,032 | 2,921 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||