Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$912,399
+$208,123 QoQ
Shares Held
6,519
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,393
of 2,621 holders
Holding Since
Dec 2020
15 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $5,797,952 across 11 Banks - Diversified names. C ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,594 | $1,831,084 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,334 | $987,691 | |
| 3 | C |
Citigroup Inc
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|
6,519 | $912,399 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,092 | $668,722 | |
| 5 | RY |
Royal Bank Of Canada
|
2,499 | $517,218 | |
| 6 | UBS |
UBS Group AG
|
5,225 | $258,951 | |
| 7 | TD |
Toronto Dominion Bank
|
1,512 | $183,602 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
1,000 | $144,610 |
All Filings in C
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,399 | 6,519 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $704,276 | 6,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $532,689 | 4,565 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $203,000 | 2,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $170,240 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $141,980 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $140,780 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $100,160 | 1,600 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $101,536 | 1,600 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $101,184 | 1,600 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $66,872 | 1,300 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $84,216 | 1,200 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $56,600 | 800 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $222,251 | 3,055 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $192,687 | 3,125 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||