Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$770,899
+$354,458 QoQ
Shares Held
5,508
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,481
of 2,621 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $10,097,569 across 7 Banks - Diversified names. C ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,467 | $6,044,803 | |
| 2 | BAC |
Bank Of America Corp /De/
|
28,037 | $1,597,548 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,427 | $861,687 | |
| 4 | C |
Citigroup Inc
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|
5,508 | $770,899 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,633 | $380,758 | |
| 6 | RY |
Royal Bank Of Canada
|
1,110 | $229,736 | |
| 7 | TD |
Toronto Dominion Bank
|
1,747 | $212,138 |
All Filings in C
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,899 | 5,508 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $416,441 | 3,672 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $362,205 | 3,104 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $31,983 | 504 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||