Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$246,189
+$41,282 QoQ
Shares Held
1,759
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#2,149
of 2,621 holders
Holding Since
Dec 2025
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, 2026Grantvest Financial Group LLC holds $619,017 across 2 Banks - Diversified names. C ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,139 | $372,828 | |
| 2 | C |
Citigroup Inc
This page
|
1,759 | $246,189 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,189 | 1,759 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $204,907 | 1,756 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||