Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,923,904
+$519,953 QoQ
Shares Held
20,891
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#911
of 2,621 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)
Derivatives in C
reported options exposure · as of Sep 30, 2020CallValue
$25,866
CallShares
600
PutValue
$0
PutShares
0
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, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. C ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in C
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,923,904 | 20,891 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,403,951 | 21,197 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,513,269 | 21,538 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,199,911 | 21,674 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,807,012 | 21,229 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,685,089 | 23,737 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,786,568 | 25,381 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,621,214 | 25,898 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,730,236 | 27,265 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,635,259 | 25,858 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,162,286 | 22,595 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $920,900 | 22,390 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,272,453 | 27,638 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,398,916 | 29,834 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,236,859 | 27,346 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $893,696 | 21,447 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $788,222 | 17,139 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $587,400 | 11,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $664,652 | 11,006 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $934,306 | 13,313 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $804,427 | 11,370 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $718,842 | 9,881 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $523,000 | 8,482 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $25,866 | 600 | Call | Sole | 2020-11-03 | |
| 2020-09-30 | $412,864 | 9,577 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $555,712 | 10,875 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $602,400 | 14,302 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||