Position in C
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$20,854
New position
Shares Held
149
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,503
of 2,617 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Roxbury Financial LLC holds $5,485,004 across 8 Banks - Diversified names. C ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,385 | $2,744,662 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
28,926 | $2,390,444 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,695 | $155,986 | |
| 4 | RY |
Royal Bank Of Canada
|
444 | $91,894 | |
| 5 | ING |
Ing Groep NV
|
1,749 | $54,883 | |
| 6 | C |
Citigroup Inc
This page
|
149 | $20,854 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
168 | $15,973 | |
| 8 | UBS |
UBS Group AG
|
208 | $10,308 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,854 | 149 | Shares | Sole | 2026-07-01 | |
| No filing history on record for this holder in this stock. | ||||||