Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,399,782
+$805,139 QoQ
Shares Held
31,436
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#781
of 2,621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Dec 31, 2025CallValue
$35,007
CallShares
300
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, 2026B. Riley Wealth Advisors, Inc. holds $29,623,481 across 7 Banks - Diversified names. C ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,890 | $16,330,493 | |
| 2 | BAC |
Bank Of America Corp /De/
|
89,919 | $5,123,584 | |
| 3 | C |
Citigroup Inc
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|
31,436 | $4,399,782 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
29,524 | $2,439,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,373 | $632,379 | |
| 6 | UBS |
UBS Group AG
|
10,556 | $523,155 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,625 | $174,225 |
All Filings in C
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,399,782 | 31,436 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,594,643 | 31,696 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $35,007 | 300 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $4,378,092 | 37,519 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,862,481 | 38,054 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $67,498 | 66,500 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $73,628 | 865 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $3,522,350 | 41,381 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,654,930 | 51,924 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,985,644 | 47,694 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,422,143 | 53,926 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,826,715 | 60,511 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,604,252 | 50,627 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,488,817 | 60,511 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $10,493,943 | 227,931 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,985,955 | 63,680 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,793,042 | 61,752 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,858,477 | 68,598 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,101,879 | 45,703 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,412,984 | 45,187 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,943,589 | 48,743 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,449,487 | 49,152 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,384,609 | 47,839 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,961,213 | 40,704 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,157,974 | 34,998 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $2,476,925 | 57,456 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,801,862 | 54,831 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,287,914 | 54,319 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||