Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,888,691
+$1,310,168 QoQ
Shares Held
49,219
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#673
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026MORTON COMMUNITY BANK holds $14,607,131 across 2 Banks - Diversified names. C ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,580 | $7,718,440 | |
| 2 | C |
Citigroup Inc
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|
49,219 | $6,888,691 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,888,691 | 49,219 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,578,523 | 49,189 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,551,410 | 47,574 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,804,908 | 47,339 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,929,479 | 46,164 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,083,734 | 43,439 | Shares | Other | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||