Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$527,648
+$52,688 QoQ
Shares Held
3,770
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,686
of 2,617 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $14,982,974 across 7 Banks - Diversified names. C ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
38,645 | $12,649,667 | |
| 2 | BAC |
Bank Of America Corp /De/
|
21,835 | $1,244,157 | |
| 3 | C |
Citigroup Inc
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|
3,770 | $527,648 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,120 | $423,116 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
1,130 | $107,450 | |
| 6 | TD |
Toronto Dominion Bank
|
225 | $27,321 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
25 | $3,615 |
All Filings in C
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,648 | 3,770 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $474,960 | 4,188 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $280,755 | 2,406 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||