Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$353,258
+$114,985 QoQ
Shares Held
2,524
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,909
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026Drucker Wealth 3.0, LLC holds $13,655,047 across 6 Banks - Diversified names. C ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,905 | $9,134,142 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
25,755 | $2,128,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,615 | $946,722 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,155 | $890,074 | |
| 5 | C |
Citigroup Inc
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|
2,524 | $353,258 | |
| 6 | SAN |
Banco Santander, S.A.
|
14,671 | $202,459 |
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,258 | 2,524 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $238,273 | 2,101 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $236,646 | 2,028 | Shares | Other | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||