Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$46,482,395
+$8,687,946 QoQ
Shares Held
332,112
-0.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#284
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026PINNACLE ASSOCIATES LTD holds $285,781,561 across 16 Banks - Diversified names. C ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
413,954 | $135,499,562 | |
| 2 | BAC |
Bank Of America Corp /De/
|
877,301 | $49,988,610 | |
| 3 | C |
Citigroup Inc
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|
332,112 | $46,482,395 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
175,651 | $14,515,798 | |
| 5 | RY |
Royal Bank Of Canada
|
57,530 | $11,906,984 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
60,577 | $8,760,039 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
32,000 | $5,654,400 | |
| 8 | TD |
Toronto Dominion Bank
|
29,507 | $3,583,035 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,482,395 | 332,112 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $37,794,449 | 333,255 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $39,184,151 | 335,797 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,140,235 | 336,357 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,953,142 | 340,145 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $24,503,618 | 345,170 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,509,375 | 348,194 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,945,569 | 270,696 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $17,169,103 | 270,550 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,229,801 | 272,451 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,924,602 | 270,696 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $11,969,200 | 291,009 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $12,823,705 | 278,534 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $13,201,082 | 281,533 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $12,800,451 | 283,008 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,755,690 | 282,114 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $14,806,066 | 321,941 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $26,562,388 | 497,423 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $29,865,995 | 494,552 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $33,926,836 | 483,426 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $32,707,088 | 462,291 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $33,831,441 | 465,037 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $30,163,825 | 489,196 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $22,063,482 | 511,795 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $25,125,461 | 491,692 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,384,297 | 460,216 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||