Position in C
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,554,004
+$783,058 QoQ
Shares Held
25,393
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#859
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026SWP Investment Management LLC holds $7,485,891 across 2 Banks - Diversified names. C ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,012 | $3,931,887 | |
| 2 | C |
Citigroup Inc
This page
|
25,393 | $3,554,004 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,554,004 | 25,393 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,770,946 | 24,433 | Shares | Sole | 2026-07-01 | |
| 2025-12-31 | $2,795,075 | 23,953 | Shares | Sole | 2026-07-01 | |
| 2025-09-30 | $2,391,340 | 23,560 | Shares | Sole | 2026-07-01 | |
| 2025-06-30 | $1,923,116 | 22,593 | Shares | Sole | 2026-07-01 | |
| 2025-03-31 | $1,588,614 | 22,378 | Shares | Sole | 2026-07-01 | |
| No filing history on record for this holder in this stock. | ||||||