Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,516
New position
Shares Held
1,597
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,217
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026COMPASS CAPITAL CORP /MA/ /ADV holds $1,061,808 across 2 Banks - Diversified names. C ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,561 | $838,292 | |
| 2 | C |
Citigroup Inc
This page
|
1,597 | $223,516 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,516 | 1,597 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||