Position in C
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$507,355
+$90,801 QoQ
Shares Held
3,625
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#1,715
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, 2026LEGACY SOLUTIONS, LLC holds $748,597 across 2 Banks - Diversified names. C ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
3,625 | $507,355 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
737 | $241,242 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,355 | 3,625 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $416,554 | 3,673 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $474,811 | 4,069 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $410,770 | 4,047 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $353,928 | 4,158 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $265,786 | 3,744 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $263,258 | 3,740 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||