Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,220,325
+$478,688 QoQ
Shares Held
15,864
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,022
of 2,617 holders
Holding Since
Mar 2021
22 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $39,523,760 across 11 Banks - Diversified names. C ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
76,436 | $25,019,795 | |
| 2 | BAC |
Bank Of America Corp /De/
|
101,111 | $5,761,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,379 | $3,254,280 | |
| 4 | C |
Citigroup Inc
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|
15,864 | $2,220,325 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,906 | $1,143,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,454 | $972,210 | |
| 7 | ING |
Ing Groep NV
|
8,039 | $252,263 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,448 | $236,766 |
All Filings in C
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,220,325 | 15,864 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,741,637 | 15,357 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,624,208 | 13,919 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,054,788 | 10,392 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $816,300 | 9,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $704,078 | 9,918 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $579,028 | 8,226 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $438,700 | 7,008 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $488,134 | 7,692 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $466,395 | 7,375 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $305,090 | 5,931 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $229,752 | 5,586 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $275,825 | 5,991 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $350,268 | 7,470 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $249,805 | 5,523 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $357,986 | 8,591 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $466,016 | 10,133 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $584,997 | 10,955 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $844,010 | 13,976 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $927,007 | 13,209 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $907,015 | 12,820 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $651,985 | 8,962 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||