Position in C
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$38,838,728
+$1,988,843 QoQ
Shares Held
342,463
+8.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$101,500
PutShares
1,000
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 Mar 31, 2026HighTower Advisors, LLC holds $1,559,515,965 across 18 Banks - Diversified names. C ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,662,407 | $783,173,643 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,574,113 | $320,488,008 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,233,708 | $257,435,493 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
363,167 | $43,082,501 | |
| 5 | C |
Citigroup Inc
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|
342,463 | $38,838,728 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
255,494 | $21,075,700 | |
| 7 | ING |
Ing Groep NV
|
722,302 | $18,815,967 | |
| 8 | TD |
Toronto Dominion Bank
|
186,298 | $17,383,466 |
All Filings in C
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,838,728 | 342,463 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $36,849,885 | 315,793 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,619,156 | 321,371 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $101,500 | 1,000 | Put | Sole | 2025-11-07 | |
| 2025-06-30 | $30,484,451 | 358,135 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,103,624 | 325,449 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $35,495 | 500 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $26,694,914 | 379,243 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $4,258,595 | 60,500 | Call | Sole | 2025-02-07 | |
| 2024-09-30 | $22,178,804 | 354,294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,956,715 | 345,993 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,296 | 400 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $21,953,386 | 347,144 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $18,195,099 | 353,715 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $20,466,863 | 497,614 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,967,100 | 498,851 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,383,479 | 541,341 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,703 | 104 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $48,552,912 | 1,073,467 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,708 | 41 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $33,216,490 | 797,132 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $188,559 | 4,100 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $28,028,421 | 609,446 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $213 | 4 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $29,529,452 | 552,986 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $181 | 3 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $32,259,190 | 534,181 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $21,054 | 300 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $35,540,766 | 506,423 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,300 | 400 | Call | Sole | 2021-08-06 | |
| 2021-06-30 | $34,661,203 | 489,911 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $32,388,736 | 445,206 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $1,091 | 15 | Put | Sole | 2021-05-10 | |
| 2020-12-31 | $369 | 6 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $25,120,345 | 407,401 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $17,244 | 400 | Call | Sole | 2020-11-13 | |
| 2020-09-30 | $17,967,127 | 416,774 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $30,660 | 600 | Call | Sole | 2020-08-10 | |
| 2020-06-30 | $21,978,825 | 430,114 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $18,402,480 | 436,906 | Shares | Sole | 2020-05-21 | |
| 2020-03-31 | $4,212 | 100 | Call | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||