Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,027,026
+$181,555 QoQ
Shares Held
7,338
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,326
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026KCM INVESTMENT ADVISORS LLC holds $97,769,565 across 8 Banks - Diversified names. C ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
227,545 | $74,482,304 | |
| 2 | BAC |
Bank Of America Corp /De/
|
314,395 | $17,914,227 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,531 | $2,936,281 | |
| 4 | C |
Citigroup Inc
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|
7,338 | $1,027,026 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,702 | $535,346 | |
| 6 | RY |
Royal Bank Of Canada
|
1,589 | $328,875 | |
| 7 | TD |
Toronto Dominion Bank
|
2,424 | $294,346 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,184 | $251,160 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,026 | 7,338 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $845,471 | 7,455 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $862,689 | 7,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $837,679 | 8,253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $680,534 | 7,995 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $535,193 | 7,539 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $540,876 | 7,684 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $477,325 | 7,625 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $479,376 | 7,554 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $470,948 | 7,447 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $320,111 | 6,223 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $253,114 | 6,154 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $389,452 | 8,459 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $407,098 | 8,682 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $387,937 | 8,577 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $282,147 | 6,771 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $319,078 | 6,938 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $405,092 | 7,586 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $576,422 | 9,545 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $666,710 | 9,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $668,092 | 9,443 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $667,626 | 9,177 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $490,936 | 7,962 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $340,008 | 7,887 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $412,070 | 8,064 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $322,807 | 7,664 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||