Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$501,616
-$1,619,944 QoQ
Shares Held
3,584
-80.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,716
of 2,617 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $2,928,716 across 12 Banks - Diversified names. C ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,349 | $1,750,888 | |
| 2 | C |
Citigroup Inc
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|
3,584 | $501,616 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,448 | $367,582 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,304 | $302,221 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
14 | $2,024 | |
| 6 | SAN |
Banco Santander, S.A.
|
101 | $1,393 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10 | $950 | |
| 8 | ING |
Ing Groep NV
|
20 | $627 |
All Filings in C
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,616 | 3,584 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,121,560 | 18,707 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,206,957 | 18,913 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $1,128,633 | 16,034 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $922,223 | 14,732 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $812,288 | 12,800 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $947,271 | 14,979 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $810,694 | 15,760 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||