Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,717,393
+$54,035,044 QoQ
Shares Held
1,534,134
+8.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#105
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. C ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
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|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,717,393 | 1,534,134 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $160,682,349 | 1,416,827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,128,457 | 266,762 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,035,809 | 236,806 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,581,355 | 218,296 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,583,473 | 177,257 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $10,133,906 | 143,968 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,653,941 | 106,293 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,044,051 | 63,726 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,263,914 | 19,986 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $824,839 | 16,035 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $721,872 | 17,551 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,598,370 | 34,717 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,821,113 | 38,838 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,815,033 | 40,129 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,762,890 | 42,306 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,238,517 | 48,674 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,065,266 | 57,402 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,198,188 | 102,636 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,973,009 | 113,608 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,522,454 | 134,593 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,551,651 | 186,277 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $12,015,252 | 194,863 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,965,888 | 207,977 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $11,654,273 | 228,068 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $9,499,996 | 225,546 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||