Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$184,974,774
+$26,213,136 QoQ
Shares Held
1,321,626
-5.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#120
of 2,621 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $560,994,656 across 6 Banks - Diversified names. C ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
2,182,591 | $315,624,484 | |
| 2 | C |
Citigroup Inc
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|
1,321,626 | $184,974,774 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
286,173 | $23,649,336 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
271,620 | $16,161,390 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
31,735 | $10,387,817 | |
| 6 | BAC |
Bank Of America Corp /De/
|
178,955 | $10,196,855 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,974,774 | 1,321,626 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $158,761,638 | 1,399,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $138,060,723 | 1,183,141 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $105,332,538 | 1,037,759 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $24,694,418 | 290,113 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,268,467 | 412,290 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,239,442 | 415,392 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,906,433 | 493,713 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,185,121 | 428,382 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,236,883 | 130,248 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $469,029 | 9,118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $309,420 | 7,523 | Shares | Sole | 2023-11-17 | |
| 2021-06-30 | $13,805,659 | 195,133 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $2,448,333 | 39,707 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $621,691 | 14,760 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||