Position in C
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,222,970
+$143,194 QoQ
Shares Held
8,738
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,240
of 2,614 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. C ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,488 | $2,778,377 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,105 | $1,248,277 | |
| 3 | C |
Citigroup Inc
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|
8,738 | $1,222,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
9,513 | $542,050 | |
| 5 | TD |
Toronto Dominion Bank
|
3,370 | $409,219 | |
| 6 | SAN |
Banco Santander, S.A.
|
26,327 | $363,312 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,076 | $355,492 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,593 | $349,924 |
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,970 | 8,738 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,079,776 | 9,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $807,144 | 6,917 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $647,976 | 6,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $491,397 | 5,773 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $430,625 | 6,066 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $488,295 | 6,937 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $442,331 | 7,066 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $351,885 | 5,545 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $350,665 | 5,545 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $294,494 | 5,725 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $279,519 | 6,796 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $306,212 | 6,651 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $347,595 | 7,413 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $338,229 | 7,478 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $269,479 | 6,467 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,902 | 5,760 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $26,418 | 517 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||