Position in CM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$426,765
+$79,128 QoQ
Shares Held
3,711
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#336
of 558 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $63,628,943 across 16 Banks - Diversified names. CM ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,431 | $29,600,778 | |
| 2 | BAC |
Bank Of America Corp /De/
|
153,609 | $8,752,640 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
72,569 | $5,997,101 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,754 | $4,158,115 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
131,754 | $3,106,758 | |
| 6 | C |
Citigroup Inc
|
20,205 | $2,827,891 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
96,029 | $1,910,016 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,284 | $1,643,534 |
All Filings in CM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,765 | 3,711 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $347,637 | 3,669 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $329,548 | 3,637 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $290,559 | 3,637 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $257,254 | 3,632 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $202,511 | 3,597 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $227,438 | 3,597 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $220,639 | 3,597 | Shares | Defined | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||