Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$861,033
+$164,696 QoQ
Shares Held
6,152
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,430
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $9,203,760 across 6 Banks - Diversified names. C ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,682 | $6,115,179 | |
| 2 | C |
Citigroup Inc
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|
6,152 | $861,033 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,937 | $858,549 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,808 | $645,253 | |
| 5 | BAC |
Bank Of America Corp /De/
|
7,678 | $437,492 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,620 | $286,254 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,033 | 6,152 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $696,337 | 6,140 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $715,076 | 6,128 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $626,356 | 6,171 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $530,127 | 6,228 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $437,369 | 6,161 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $435,643 | 6,189 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $389,998 | 6,230 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $381,584 | 6,013 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $395,502 | 6,254 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $310,183 | 6,030 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $254,101 | 6,178 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $300,595 | 6,529 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $297,141 | 6,337 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $280,380 | 6,199 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $263,396 | 6,321 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $290,058 | 6,307 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $358,901 | 6,721 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $399,177 | 6,610 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $546,421 | 7,786 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $468,223 | 6,618 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $486,188 | 6,683 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,006,231 | 32,537 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $303,106 | 7,031 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $347,837 | 6,807 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $313,288 | 7,438 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||