Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$320,368
+$61,000 QoQ
Shares Held
2,289
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,969
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026FMB WEALTH MANAGEMENT holds $717,973 across 2 Banks - Diversified names. C ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
6,978 | $397,605 | |
| 2 | C |
Citigroup Inc
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|
2,289 | $320,368 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,368 | 2,289 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $259,368 | 2,287 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $305,493 | 2,618 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $265,727 | 2,618 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $214,076 | 2,515 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||