Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$421,979
+$70,408 QoQ
Shares Held
3,015
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,808
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $173,910,906 across 6 Banks - Diversified names. C ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
512,205 | $167,660,062 | |
| 2 | BAC |
Bank Of America Corp /De/
|
48,181 | $2,745,353 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
19,633 | $1,622,471 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,607 | $814,056 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,474 | $646,985 | |
| 6 | C |
Citigroup Inc
This page
|
3,015 | $421,979 |
All Filings in C
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,979 | 3,015 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $351,571 | 3,100 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $361,388 | 3,097 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $268,366 | 2,644 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $305,665 | 3,591 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||