Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,792,496
+$719,426 QoQ
Shares Held
27,097
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#832
of 2,617 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, 2026Smartleaf Asset Management LLC holds $49,711,977 across 19 Banks - Diversified names. C ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,052 | $19,329,491 | |
| 2 | BAC |
Bank Of America Corp /De/
|
106,782 | $6,084,438 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
49,044 | $4,052,996 | |
| 4 | C |
Citigroup Inc
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|
27,097 | $3,792,496 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,434 | $2,608,699 | |
| 6 | SAN |
Banco Santander, S.A.
|
160,444 | $2,214,127 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
100,440 | $1,997,751 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
76,040 | $1,793,023 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,792,496 | 27,097 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,073,070 | 27,097 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,133,009 | 26,849 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,319,681 | 22,854 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,448,827 | 17,021 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,447,983 | 20,397 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,431,802 | 20,341 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $985,574 | 15,744 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $769,008 | 12,118 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $621,775 | 9,832 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $277,878 | 5,402 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||