Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$108,049
+$20,951 QoQ
Shares Held
772
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,349
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Quest 10 Wealth Builders, Inc. holds $647,928 across 6 Banks - Diversified names. C ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
897 | $293,615 | |
| 2 | C |
Citigroup Inc
This page
|
772 | $108,049 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
557 | $80,547 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,405 | $80,056 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
832 | $68,756 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
147 | $16,905 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,049 | 772 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $87,098 | 768 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $73,398 | 629 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $65,467 | 645 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $62,307 | 732 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $52,035 | 733 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $42,304 | 601 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||