Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$941,510
+$201,397 QoQ
Shares Held
6,727
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,375
of 2,617 holders
Holding Since
Dec 2024
7 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, 2026Aviance Capital Partners, LLC holds $32,089,003 across 8 Banks - Diversified names. C ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,837 | $27,442,365 | |
| 2 | BAC |
Bank Of America Corp /De/
|
34,769 | $1,981,137 | |
| 3 | C |
Citigroup Inc
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|
6,727 | $941,510 | |
| 4 | RY |
Royal Bank Of Canada
|
2,853 | $590,485 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,179 | $345,352 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,053 | $296,884 | |
| 7 | TD |
Toronto Dominion Bank
|
2,088 | $253,545 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,500 | $237,725 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,510 | 6,727 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $740,113 | 6,526 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $856,037 | 7,336 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607,071 | 5,981 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $460,073 | 5,405 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $257,906 | 3,633 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $221,939 | 3,153 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||