Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,876,530
-$2,201,576 QoQ
Shares Held
127,726
-27.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#444
of 2,617 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. C ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
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|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,876,530 | 127,726 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,078,106 | 177,040 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,033,372 | 180,250 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,704,826 | 184,284 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,723,230 | 243,459 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,237,613 | 228,731 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,825,462 | 239,032 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,408,704 | 230,171 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $16,150,887 | 254,505 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,897,587 | 251,385 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $12,331,093 | 239,718 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,298,717 | 201,768 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,351,368 | 203,114 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,803,925 | 187,757 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,920,677 | 175,120 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,969,890 | 167,264 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,786,146 | 147,557 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,333,645 | 99,881 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,515,597 | 107,892 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,064,599 | 100,664 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,678,587 | 94,397 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,333,760 | 87,062 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,547,735 | 89,973 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,107,132 | 95,271 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,789,756 | 93,733 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||