Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$680,205
+$134,023 QoQ
Shares Held
4,860
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,552
of 2,621 holders
Holding Since
Mar 2020
13 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, 2026Advisory Alpha, LLC holds $13,063,860 across 6 Banks - Diversified names. C ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,476 | $6,702,409 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
15,745 | $2,276,884 | |
| 3 | BAC |
Bank Of America Corp /De/
|
37,478 | $2,135,496 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,474 | $1,030,851 | |
| 5 | C |
Citigroup Inc
This page
|
4,860 | $680,205 | |
| 6 | RY |
Royal Bank Of Canada
|
1,150 | $238,015 |
All Filings in C
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,205 | 4,860 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $546,182 | 4,816 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $758,251 | 6,498 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $885,181 | 8,721 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $413,002 | 4,852 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $356,724 | 5,025 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $319,781 | 4,543 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $313,125 | 5,002 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $315,650 | 4,974 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $331,693 | 5,245 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $239,607 | 4,658 | Shares | Sole | 2024-01-23 | |
| 2020-09-30 | $26,555 | 616 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $25,945 | 616 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||