Position in C
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$28,831
+$7,057 QoQ
Shares Held
206
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,469
of 2,617 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PIN OAK INVESTMENT ADVISORS INC holds $3,309,809 across 10 Banks - Diversified names. C ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
24,779 | $1,411,907 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,846 | $931,581 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,976 | $741,776 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
4,518 | $113,221 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,954 | $78,645 | |
| 6 | C |
Citigroup Inc
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|
206 | $28,831 | |
| 7 | SAN |
Banco Santander, S.A.
|
131 | $1,807 | |
| 8 | UBS |
UBS Group AG
|
22 | $1,090 |
All Filings in C
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,831 | 206 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $21,774 | 192 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,404 | 192 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,488 | 192 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-08-11 | |
| 2022-09-30 | $4,792 | 115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,288 | 115 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,141 | 115 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,944 | 115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,070 | 115 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,136 | 115 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,366 | 115 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,090 | 115 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $4,957 | 115 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $9,044 | 177 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,455 | 177 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||