Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$623,661
+$113,316 QoQ
Shares Held
4,456
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,598
of 2,621 holders
Holding Since
Mar 2020
16 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, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $398,949,488 across 11 Banks - Diversified names. C ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
728,201 | $238,362,033 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
974,537 | $80,535,737 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,709,700 | $40,314,726 | |
| 4 | BCS |
Barclays PLC
|
1,180,408 | $31,705,758 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,759 | $3,580,398 | |
| 6 | RY |
Royal Bank Of Canada
|
6,216 | $1,286,525 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
4,238 | $748,854 | |
| 8 | BAC |
Bank Of America Corp /De/
|
12,766 | $727,406 |
All Filings in C
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,661 | 4,456 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $510,345 | 4,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $525,105 | 4,500 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $497,857 | 4,905 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $334,606 | 3,931 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $212,331 | 2,991 | Shares | Sole | 2025-04-16 | |
| 2022-06-30 | $411,380 | 8,945 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $452,618 | 8,476 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $639,650 | 10,592 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $721,239 | 10,277 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $762,472 | 10,777 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $802,796 | 11,035 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $894,316 | 14,504 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,046,064 | 24,265 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $23,948,679 | 468,663 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $14,509,202 | 344,473 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||