Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,558,873
+$173,798 QoQ
Shares Held
11,138
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1,150
of 2,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hickory Point Bank & Trust holds $5,855,342 across 6 Banks - Diversified names. C ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,342 | $2,075,925 | |
| 2 | C |
Citigroup Inc
This page
|
11,138 | $1,558,873 | |
| 3 | BAC |
Bank Of America Corp /De/
|
23,487 | $1,338,288 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,997 | $578,006 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,800 | $231,392 | |
| 6 | TD |
Toronto Dominion Bank
|
600 | $72,858 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,873 | 11,138 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,385,075 | 12,213 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $875,758 | 7,505 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $761,757 | 7,505 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $651,848 | 7,658 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $543,641 | 7,658 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $586,982 | 8,339 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||