Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$281,879
+$67,308 QoQ
Shares Held
2,014
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,070
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026MEANS INVESTMENT CO., INC. holds $29,171,386 across 6 Banks - Diversified names. C ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,922 | $20,923,588 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,647 | $6,589,566 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,029 | $580,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,886 | $417,344 | |
| 5 | TD |
Toronto Dominion Bank
|
3,114 | $378,133 | |
| 6 | C |
Citigroup Inc
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|
2,014 | $281,879 |
All Filings in C
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,879 | 2,014 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $214,571 | 1,892 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $226,145 | 1,938 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||