Position in C
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$158,761,638
+$20,700,915 QoQ
Shares Held
1,399,891
+18.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 80.62549155612831.ToString("F0")%
Shared 0.ToString("F0")%
None 19.3745084438717.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $440,449,052 across 6 Banks - Diversified names. C ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
1,994,926 | $236,658,071 | |
| 2 | C |
Citigroup Inc
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|
1,399,891 | $158,761,638 | |
| 3 | BAC |
Bank Of America Corp /De/
|
338,537 | $16,503,678 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
290,579 | $15,249,585 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
33,713 | $9,917,016 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
42,194 | $3,359,064 |
All Filings in C
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||