Position in CM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,909,155
+$664,623 QoQ
Shares Held
25,297
+6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#195
of 558 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. CM ranks #14 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in CM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,909,155 | 25,297 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,244,532 | 23,689 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,118,552 | 23,381 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,850,571 | 23,164 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,617,403 | 22,835 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,216,980 | 21,616 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,413,000 | 22,347 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,329,851 | 21,680 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $958,549 | 20,163 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,000,553 | 19,727 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $925,202 | 19,219 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $605,018 | 15,670 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $580,746 | 13,607 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $566,603 | 13,357 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $456,720 | 11,291 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $633,207 | 14,470 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $646,649 | 13,322 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $834,793 | 6,860 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $728,733 | 6,252 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $669,803 | 6,018 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $624,522 | 5,485 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $520,962 | 5,323 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $440,597 | 5,155 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $352,827 | 4,722 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $319,647 | 4,773 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $301,559 | 5,202 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||