Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,023,121
+$509,665 QoQ
Shares Held
14,455
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,054
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, 2026BRIAN LOW FINANCIAL GROUP, LLC holds $4,587,096 across 2 Banks - Diversified names. C ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,833 | $2,563,975 | |
| 2 | C |
Citigroup Inc
This page
|
14,455 | $2,023,121 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,023,121 | 14,455 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,513,456 | 13,345 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,530,506 | 13,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,245,405 | 12,270 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $830,260 | 9,754 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||