Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,989,125
+$553,192 QoQ
Shares Held
21,357
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#904
of 2,621 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $109,724,154 across 6 Banks - Diversified names. C ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
111,619 | $36,536,247 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
169,750 | $24,547,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
286,035 | $23,637,932 | |
| 4 | BAC |
Bank Of America Corp /De/
|
265,286 | $15,115,996 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
39,034 | $6,897,307 | |
| 6 | C |
Citigroup Inc
This page
|
21,357 | $2,989,125 |
All Filings in C
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,989,125 | 21,357 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,435,933 | 21,479 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,532,639 | 21,704 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,090,798 | 20,599 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,756,280 | 20,633 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,460,122 | 20,568 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,447,781 | 20,568 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,318,856 | 21,068 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,330,629 | 20,968 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,306,285 | 20,656 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,062,544 | 20,656 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $823,340 | 20,018 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $958,460 | 20,818 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $973,811 | 20,768 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $931,195 | 20,588 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $812,064 | 19,488 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $745,727 | 16,215 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $1,937,488 | 27,385 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,072,793 | 28,492 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,782,837 | 28,914 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,154,615 | 26,783 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,322,979 | 25,890 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $907,306 | 21,541 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||