Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,499,728
+$1,144,671 QoQ
Shares Held
39,295
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#727
of 2,617 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $27,760,969 across 10 Banks - Diversified names. C ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
41,212 | $13,489,923 | |
| 2 | C |
Citigroup Inc
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|
39,295 | $5,499,728 | |
| 3 | BAC |
Bank Of America Corp /De/
|
96,320 | $5,488,313 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,062 | $1,327,363 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,758 | $543,444 | |
| 6 | RY |
Royal Bank Of Canada
|
1,858 | $384,550 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
13,737 | $344,249 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,998 | $234,572 |
All Filings in C
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,499,728 | 39,295 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,355,057 | 38,401 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $895,362 | 7,673 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $746,431 | 7,354 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $556,769 | 6,541 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $525,751 | 7,406 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $463,518 | 6,585 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $384,927 | 6,149 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $385,836 | 6,080 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $339,662 | 5,371 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $255,965 | 4,976 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $215,397 | 5,237 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $239,085 | 5,193 | Shares | Sole | 2023-08-03 | |
| 2021-12-31 | $365,540 | 6,053 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||