Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,475
+$41,638 QoQ
Shares Held
1,611
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,212
of 2,621 holders
Holding Since
Mar 2026
2 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, 2026Wills Financial Group LLC holds $6,460,129 across 2 Banks - Diversified names. C ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,047 | $6,234,654 | |
| 2 | C |
Citigroup Inc
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|
1,611 | $225,475 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,475 | 1,611 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $183,837 | 1,621 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||