Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,151,073
+$814,324 QoQ
Shares Held
29,659
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#802
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, 2026YHB Investment Advisors, Inc. holds $26,056,974 across 6 Banks - Diversified names. C ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
55,809 | $18,267,959 | |
| 2 | C |
Citigroup Inc
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|
29,659 | $4,151,073 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
25,585 | $2,114,344 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,147 | $806,096 | |
| 5 | ING |
Ing Groep NV
|
12,889 | $404,456 | |
| 6 | TD |
Toronto Dominion Bank
|
2,578 | $313,046 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,151,073 | 29,659 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,336,749 | 29,422 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,436,520 | 29,450 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,996,686 | 29,524 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,513,082 | 29,524 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,095,837 | 29,523 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,150,062 | 30,545 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,936,593 | 30,936 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,962,373 | 30,923 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,954,811 | 30,911 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,589,341 | 30,897 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,531,722 | 37,241 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,401,032 | 52,151 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,403,815 | 51,265 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,484,041 | 32,811 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,936,026 | 70,459 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,306,818 | 71,903 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,783,390 | 70,850 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,400,800 | 72,873 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,696,656 | 66,923 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,824,159 | 68,186 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,959,876 | 68,177 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,551,617 | 73,818 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $3,224,886 | 74,806 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,694,809 | 52,736 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,675,167 | 63,513 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||