Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$88,034
+$16,700 QoQ
Shares Held
629
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,369
of 2,621 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, 2026Private Wealth Management Group, LLC holds $1,419,432 across 7 Banks - Diversified names. C ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,407 | $787,883 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,179 | $352,079 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,813 | $149,826 | |
| 4 | C |
Citigroup Inc
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|
629 | $88,034 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
279 | $40,346 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
18 | $1,071 | |
| 7 | SAN |
Banco Santander, S.A.
|
14 | $193 |
All Filings in C
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,034 | 629 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $71,334 | 629 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $66,629 | 571 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $57,956 | 571 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $48,603 | 571 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $40,535 | 571 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,993 | 213 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,333 | 213 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $13,516 | 213 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,470 | 213 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,956 | 213 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||