Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,553
+$5,109 QoQ
Shares Held
154
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,497
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $2,836,864 across 14 Banks - Diversified names. C ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,276 | $2,381,653 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,046 | $169,081 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,769 | $157,777 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
354 | $33,661 | |
| 5 | C |
Citigroup Inc
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|
154 | $21,553 | |
| 6 | RY |
Royal Bank Of Canada
|
98 | $20,283 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,091 | $15,055 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
479 | $9,527 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,553 | 154 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,444 | 145 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $22,521 | 193 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,589 | 193 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,426 | 99 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,997 | 169 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $17,034 | 242 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,197 | 99 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $18,403 | 290 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,383 | 180 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $217,796 | 4,234 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,760 | 213 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $10,819 | 235 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,987 | 213 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,644 | 368 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,334 | 368 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $21,615 | 470 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $23,122 | 433 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $58,699 | 972 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $117,902 | 1,680 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $111,148 | 1,571 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $139,243 | 1,914 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $52,226 | 847 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $42,678 | 990 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $64,845 | 1,269 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $33,485 | 795 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||