Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,482,455
+$28,653 QoQ
Shares Held
10,592
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,175
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $211,617,777 across 17 Banks - Diversified names. C ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
389,201 | $127,397,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
713,545 | $40,657,793 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
120,971 | $17,493,616 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
147,245 | $12,168,326 | |
| 5 | ING |
Ing Groep NV
|
309,114 | $9,699,996 | |
| 6 | C |
Citigroup Inc
This page
|
10,592 | $1,482,455 | |
| 7 | TD |
Toronto Dominion Bank
|
11,257 | $1,366,937 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,504 | $365,584 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,482,455 | 10,592 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,453,802 | 12,819 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,727,244 | 14,802 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,558,836 | 15,358 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,343,874 | 15,788 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,494,480 | 21,052 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $4,530,863 | 64,368 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $4,113,007 | 65,703 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $4,527,870 | 71,350 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,413,413 | 22,350 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,659,917 | 32,269 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,829,791 | 44,488 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $3,072,340 | 66,732 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $3,065,527 | 65,377 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $3,178,492 | 70,274 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $3,809,512 | 91,421 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $3,990,965 | 86,779 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $11,369,286 | 212,908 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $12,538,412 | 207,624 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $13,325,918 | 189,882 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $12,962,178 | 183,211 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $12,927,529 | 177,698 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,399,251 | 38,911 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $958,421 | 22,232 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,136,055 | 22,232 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,192,796 | 28,319 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||