Position in C
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,742,884
+$832,119 QoQ
Shares Held
15,368
+96.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Gibbs Wealth Management holds $15,613,705 across 9 Banks - Diversified names. C ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,177 | $4,464,466 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
31,592 | $2,515,039 | |
| 3 | RY |
Royal Bank Of Canada
|
15,174 | $2,454,849 | |
| 4 | BAC |
Bank Of America Corp /De/
|
48,399 | $2,359,451 | |
| 5 | C |
Citigroup Inc
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|
15,368 | $1,742,884 | |
| 6 | ING |
Ing Groep NV
|
31,376 | $817,344 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
5,720 | $471,842 | |
| 8 | SAN |
Banco Santander, S.A.
|
35,333 | $398,556 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,742,884 | 15,368 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $910,765 | 7,805 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $955,622 | 9,415 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,179,422 | 13,856 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $795,229 | 11,202 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $750,850 | 10,667 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $550,754 | 8,798 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $462,686 | 7,291 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $332,895 | 5,264 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||