Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,000,574
+$302,309 QoQ
Shares Held
7,149
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1,343
of 2,621 holders
Holding Since
Mar 2026
2 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, 2026BankPlus Wealth Management LLC holds $4,473,217 across 2 Banks - Diversified names. C ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,609 | $3,472,643 | |
| 2 | C |
Citigroup Inc
This page
|
7,149 | $1,000,574 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,574 | 7,149 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $698,265 | 6,157 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||