Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$452,490
+$86,516 QoQ
Shares Held
3,233
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,772
of 2,621 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $7,398,867 across 6 Banks - Diversified names. C ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,459 | $4,405,534 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
5,864 | $847,993 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,703 | $780,796 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,264 | $517,656 | |
| 5 | C |
Citigroup Inc
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|
3,233 | $452,490 | |
| 6 | UBS |
UBS Group AG
|
7,958 | $394,398 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,490 | 3,233 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $365,974 | 3,227 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $371,074 | 3,180 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $409,146 | 4,031 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $247,528 | 2,908 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $206,438 | 2,908 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||