Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$858,934
+$155,339 QoQ
Shares Held
6,137
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,432
of 2,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Unified Investment Management holds $2,618,660 across 2 Banks - Diversified names. C ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,376 | $1,759,726 | |
| 2 | C |
Citigroup Inc
This page
|
6,137 | $858,934 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,934 | 6,137 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $703,595 | 6,204 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $732,579 | 6,278 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $651,224 | 6,416 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $586,987 | 6,896 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $477,194 | 6,722 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $657,512 | 9,341 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||