Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$773,838
+$358,758 QoQ
Shares Held
5,529
+51.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#1,478
of 2,621 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Bauman Advisory Group, LLC holds $1,453,047 across 2 Banks - Diversified names. C ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
5,529 | $773,838 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,075 | $679,209 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,838 | 5,529 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $415,080 | 3,660 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||