Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$336,043
+$63,860 QoQ
Shares Held
2,401
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,938
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $164,873,904 across 13 Banks - Diversified names. C ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
423,411 | $138,595,122 | |
| 2 | BAC |
Bank Of America Corp /De/
|
293,744 | $16,737,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
74,086 | $6,122,466 | |
| 4 | TD |
Toronto Dominion Bank
|
12,599 | $1,529,895 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,960 | $1,151,094 | |
| 6 | C |
Citigroup Inc
This page
|
2,401 | $336,043 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,588 | $151,002 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
762 | $134,645 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,043 | 2,401 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $272,183 | 2,400 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $288,223 | 2,470 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $250,705 | 2,470 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $219,864 | 2,583 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $183,366 | 2,583 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $176,890 | 2,513 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $163,072 | 2,605 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $166,264 | 2,620 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $136,408 | 2,157 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $105,091 | 2,043 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $190,102 | 4,622 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $220,623 | 4,792 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,156,424 | 45,989 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,102,697 | 46,489 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,370,731 | 56,893 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,666,546 | 57,981 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,156,250 | 96,559 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,180,918 | 85,791 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,641,349 | 80,384 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $5,687,168 | 80,384 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $5,933,781 | 81,564 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $4,869,536 | 78,974 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $3,607,013 | 83,670 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $4,379,167 | 85,698 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,547,022 | 107,954 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||