Position in CM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$427,340
+$193,592 QoQ
Shares Held
3,716
+50.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#335
of 558 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $114,510,858 across 18 Banks - Diversified names. CM ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,320 | $34,147,065 | |
| 2 | C |
Citigroup Inc
|
123,188 | $17,241,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
213,426 | $12,161,013 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
107,516 | $8,885,122 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,370 | $7,862,445 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
65,562 | $6,234,290 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
161,397 | $4,044,608 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
149,157 | $3,517,122 |
All Filings in CM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,340 | 3,716 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $233,748 | 2,467 | Shares | Sole | 2026-05-11 | |
| 2020-06-30 | $422,982 | 6,316 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $515,295 | 8,889 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||