Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,649,302
+$1,056,799 QoQ
Shares Held
18,929
+34.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#950
of 2,617 holders
Holding Since
Sep 2025
4 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, 2026LVW Advisors, LLC holds $24,871,404 across 14 Banks - Diversified names. C ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,362 | $10,265,723 | |
| 2 | BAC |
Bank Of America Corp /De/
|
53,203 | $3,031,506 | |
| 3 | C |
Citigroup Inc
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|
18,929 | $2,649,302 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,234 | $2,399,501 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,054 | $1,309,298 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,383 | $1,271,251 | |
| 7 | ING |
Ing Groep NV
|
33,907 | $1,064,001 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,324 | $791,071 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,649,302 | 18,929 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,592,503 | 14,042 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $996,532 | 8,540 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $235,277 | 2,318 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||