Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,132,700
+$1,622,211 QoQ
Shares Held
150,991
-12.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#406
of 2,621 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. C ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
462,140 | $151,272,286 | |
| 2 | BAC |
Bank Of America Corp /De/
|
602,391 | $34,324,239 | |
| 3 | C |
Citigroup Inc
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|
150,991 | $21,132,700 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
168,266 | $13,905,502 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,696 | $3,860,508 | |
| 6 | RY |
Royal Bank Of Canada
|
12,946 | $2,679,433 | |
| 7 | ING |
Ing Groep NV
|
49,158 | $1,542,578 | |
| 8 | UBS |
UBS Group AG
|
17,093 | $847,129 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,132,700 | 150,991 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,510,489 | 172,035 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,907,897 | 170,605 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,329,937 | 111,625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,375,116 | 110,140 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,639,871 | 79,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,153,934 | 30,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,156,222 | 18,470 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,174,199 | 18,503 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,136,169 | 17,966 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $922,061 | 17,925 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $474,640 | 11,540 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $530,426 | 11,521 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $569,947 | 12,155 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $460,441 | 10,180 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $501,290 | 12,030 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $511,408 | 11,120 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $221,208 | 3,663 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $524,104 | 7,468 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $528,361 | 7,468 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $299,075 | 4,111 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||