Position in C
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$61,695
+$14,669 QoQ
Shares Held
544
+35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Bank of Jackson Hole Trust holds $4,654,281 across 7 Banks - Diversified names. C ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,988 | $3,232,230 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,770 | $963,787 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,361 | $280,085 | |
| 4 | C |
Citigroup Inc
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|
544 | $61,695 | |
| 5 | TD |
Toronto Dominion Bank
|
605 | $56,452 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
705 | $56,125 | |
| 7 | UBS |
UBS Group AG
|
100 | $3,907 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,695 | 544 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $47,026 | 403 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,180 | 120 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,214 | 120 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,518 | 120 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,446 | 120 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||