Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$939,971
+$178,423 QoQ
Shares Held
6,716
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,379
of 2,621 holders
Holding Since
Sep 2024
8 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, 2026Wealth Management Associates, Inc. holds $7,067,650 across 6 Banks - Diversified names. C ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,631 | $2,825,185 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,744 | $1,922,733 | |
| 3 | C |
Citigroup Inc
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|
6,716 | $939,971 | |
| 4 | TD |
Toronto Dominion Bank
|
5,279 | $641,028 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,578 | $372,804 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,428 | $365,929 |
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,971 | 6,716 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $761,548 | 6,715 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $681,469 | 5,840 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $705,323 | 6,949 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $587,668 | 6,904 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $493,522 | 6,952 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $522,082 | 7,417 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $464,241 | 7,416 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||