Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$895,883
+$197,732 QoQ
Shares Held
6,401
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,403
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $29,264,631 across 8 Banks - Diversified names. C ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,733 | $18,897,742 | |
| 2 | BAC |
Bank Of America Corp /De/
|
121,497 | $6,922,899 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,356 | $1,208,361 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,037 | $1,077,377 | |
| 5 | C |
Citigroup Inc
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|
6,401 | $895,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,079 | $223,320 | |
| 7 | TD |
Toronto Dominion Bank
|
262 | $31,814 | |
| 8 | UBS |
UBS Group AG
|
146 | $7,235 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $895,883 | 6,401 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $698,151 | 6,156 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $818,230 | 7,012 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $283,794 | 2,796 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $233,399 | 2,742 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $207,787 | 2,927 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $147,326 | 2,093 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $123,384 | 1,971 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $139,040 | 2,191 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $72,220 | 1,142 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $58,744 | 1,142 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $46,518 | 1,131 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $113,028 | 2,455 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $123,648 | 2,637 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $121,487 | 2,686 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $141,011 | 3,384 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $166,989 | 3,631 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $220,221 | 4,124 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $581,918 | 9,636 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $695,904 | 9,916 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $608,945 | 8,607 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $291,291 | 4,004 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $179,677 | 2,914 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $56,474 | 1,310 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $281,458 | 5,508 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $226,310 | 5,373 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||