Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$663,130
+$75,553 QoQ
Shares Held
4,738
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,566
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026NBT BANK N A /NY holds $56,856,004 across 10 Banks - Diversified names. C ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
122,789 | $40,192,522 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
46,083 | $8,142,865 | |
| 3 | BAC |
Bank Of America Corp /De/
|
61,046 | $3,478,399 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
31,569 | $2,608,861 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,402 | $1,504,233 | |
| 6 | C |
Citigroup Inc
This page
|
4,738 | $663,130 | |
| 7 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,000 | $86,840 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,130 | 4,738 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $587,577 | 5,181 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $653,463 | 5,600 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $568,400 | 5,600 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $488,588 | 5,740 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $421,680 | 5,940 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $420,016 | 5,967 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $382,799 | 6,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $635,868 | 10,020 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $678,058 | 10,722 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $601,281 | 11,689 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $390,446 | 9,493 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $578,906 | 12,574 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $645,862 | 13,774 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $707,396 | 15,640 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $685,096 | 16,441 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $762,283 | 16,575 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $860,327 | 16,111 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $979,102 | 16,213 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,158,250 | 16,504 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,176,501 | 16,629 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,207,795 | 16,602 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,082,255 | 17,552 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $825,943 | 19,159 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $957,256 | 18,733 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $790,128 | 18,759 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||