Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$110,988
+$24,003 QoQ
Shares Held
793
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,348
of 2,621 holders
Holding Since
Mar 2020
18 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, 2026ATLAS CAPITAL ADVISORS INC. holds $12,349,666 across 16 Banks - Diversified names. C ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,081 | $3,954,473 | |
| 2 | SAN |
Banco Santander, S.A.
|
105,837 | $1,460,550 | |
| 3 | BCS |
Barclays PLC
|
51,917 | $1,394,490 | |
| 4 | UBS |
UBS Group AG
|
22,796 | $1,129,769 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,078 | $956,271 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,092 | $929,525 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
18,547 | $437,338 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,370 | $415,543 |
All Filings in C
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,988 | 793 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $86,985 | 767 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $85,300 | 731 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $4,061 | 64 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,047 | 64 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $30,092 | 585 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $24,061 | 585 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,064 | 653 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $30,619 | 653 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $66,669 | 1,474 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $83,340 | 2,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $111,847 | 2,432 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $58,686 | 1,099 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $70,112 | 1,161 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $81,478 | 1,161 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $275,925 | 3,900 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $36,375 | 500 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $2,316 | 55 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||