Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,129,477
+$214,259 QoQ
Shares Held
8,070
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,280
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026Asset Planning,Inc holds $2,818,531 across 6 Banks - Diversified names. C ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
8,070 | $1,129,477 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,827 | $925,361 | |
| 3 | BAC |
Bank Of America Corp /De/
|
5,432 | $309,515 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,446 | $284,777 | |
| 5 | TD |
Toronto Dominion Bank
|
1,351 | $164,051 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
37 | $5,350 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,477 | 8,070 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $915,218 | 8,070 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $941,688 | 8,070 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $819,105 | 8,070 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $686,918 | 8,070 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $572,889 | 8,070 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||