Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,338,157
+$325,293 QoQ
Shares Held
9,561
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,211
of 2,617 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)
Derivatives in C
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$149,520
PutShares
2,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AdvisorNet Financial, Inc holds $19,864,948 across 15 Banks - Diversified names. C ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,260 | $9,577,675 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
37,431 | $5,412,896 | |
| 3 | C |
Citigroup Inc
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|
9,561 | $1,338,157 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,065 | $1,327,611 | |
| 5 | BAC |
Bank Of America Corp /De/
|
19,321 | $1,100,910 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,188 | $530,971 | |
| 7 | RY |
Royal Bank Of Canada
|
703 | $145,499 | |
| 8 | SAN |
Banco Santander, S.A.
|
9,259 | $127,774 |
All Filings in C
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,157 | 9,561 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,012,864 | 8,931 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,121,507 | 9,611 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $997,948 | 9,832 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $829,579 | 9,746 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $686,686 | 9,673 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $621,825 | 8,834 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $573,603 | 9,163 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $536,237 | 8,450 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $508,259 | 8,037 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $343,619 | 6,680 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $271,910 | 6,611 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $388,209 | 8,432 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $393,782 | 8,398 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $317,966 | 7,030 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $317,483 | 7,619 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $346,212 | 7,528 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $149,520 | 2,800 | Put | Sole | 2022-04-14 | |
| 2022-03-31 | $995,429 | 18,641 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,231,533 | 20,393 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $676,114 | 9,634 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $692,642 | 9,790 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $708,512 | 9,739 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $536,380 | 8,699 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $391,999 | 9,093 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $471,601 | 9,229 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $437,711 | 10,392 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||