Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,279,514
+$245,102 QoQ
Shares Held
9,142
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#1,230
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026OFC FINANCIAL PLANNING, LLC holds $1,529,921 across 2 Banks - Diversified names. C ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
9,142 | $1,279,514 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
765 | $250,407 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,514 | 9,142 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,034,412 | 9,121 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,007,268 | 8,632 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $825,804 | 8,136 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $692,536 | 8,136 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $577,574 | 8,136 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $572,693 | 8,136 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||