Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$804,350
+$338,009 QoQ
Shares Held
5,747
+39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,459
of 2,617 holders
Holding Since
Sep 2024
8 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, 2026Westover Capital Advisors, LLC holds $20,362,907 across 10 Banks - Diversified names. C ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,663 | $13,310,219 | |
| 2 | RY |
Royal Bank Of Canada
|
6,184 | $1,279,902 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,259 | $1,211,337 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,313 | $885,573 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,247 | $846,812 | |
| 6 | C |
Citigroup Inc
This page
|
5,747 | $804,350 | |
| 7 | TD |
Toronto Dominion Bank
|
5,140 | $624,150 | |
| 8 | BNS |
Bank Of Nova Scotia
|
6,400 | $555,776 |
All Filings in C
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,350 | 5,747 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $466,341 | 4,112 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $479,829 | 4,112 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $417,368 | 4,112 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $337,245 | 3,962 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $281,262 | 3,962 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $278,885 | 3,962 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $248,021 | 3,962 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||