Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,739,626
+$1,344,493 QoQ
Shares Held
48,154
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#680
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026Advisory Services Network, LLC holds $101,168,606 across 15 Banks - Diversified names. C ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
185,812 | $60,821,831 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,425 | $10,622,488 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
89,980 | $7,435,938 | |
| 4 | C |
Citigroup Inc
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|
48,154 | $6,739,626 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
36,982 | $6,534,719 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
31,655 | $4,577,622 | |
| 7 | RY |
Royal Bank Of Canada
|
4,392 | $909,011 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,124 | $788,308 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,739,626 | 48,154 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $5,395,133 | 47,572 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,498,429 | 47,120 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,958,228 | 68,554 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $5,558,588 | 65,303 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,419,549 | 62,256 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,255,283 | 60,453 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,986,866 | 63,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,041,636 | 63,688 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,206,027 | 66,509 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,763,046 | 53,714 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,331,821 | 56,694 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,253,103 | 48,938 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,359,502 | 50,320 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,084,196 | 46,080 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,900,774 | 45,615 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,005,345 | 43,604 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,154,367 | 40,344 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,903,974 | 31,528 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,101,959 | 29,951 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,340,975 | 33,088 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,016,846 | 27,723 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,709,090 | 27,718 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,338,821 | 31,056 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,474,438 | 28,854 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,142,250 | 27,119 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||