Position in C
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,300,159
+$1,166,316 QoQ
Shares Held
45,014
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#696
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. C ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,822 | $122,363,155 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
190,870 | $15,773,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
275,832 | $15,716,907 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357,171 | $8,950,705 | |
| 5 | RY |
Royal Bank Of Canada
|
42,869 | $8,872,596 | |
| 6 | ING |
Ing Groep NV
|
218,897 | $6,868,987 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
43,924 | $6,351,849 | |
| 8 | C |
Citigroup Inc
This page
|
45,014 | $6,300,159 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,300,159 | 45,014 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $5,133,843 | 45,268 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,587,934 | 47,887 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,999,709 | 39,406 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,053,680 | 35,875 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,656,871 | 37,426 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,325,685 | 33,040 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,007,832 | 32,074 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,113,535 | 33,305 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,053,339 | 32,469 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,787,437 | 34,748 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,829,051 | 44,470 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,279,199 | 71,225 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,169,224 | 88,915 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $4,024,248 | 88,973 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,485,278 | 83,640 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,502,788 | 97,908 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,483,646 | 102,690 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,809,576 | 112,760 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,110,492 | 115,567 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,966,076 | 126,729 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,611,366 | 132,115 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,763,797 | 142,131 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $6,561,816 | 152,211 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,737,459 | 151,418 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,241,762 | 148,190 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||