Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,986,527
+$24,155,700 QoQ
Shares Held
192,816
+672.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#361
of 2,617 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. C ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
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|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
|
41,789 | $2,071,062 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,986,527 | 192,816 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,830,827 | 24,961 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,341,601 | 45,776 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,805,717 | 185,278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,037,612 | 12,190 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $470,805 | 6,632 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $871,287 | 12,378 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $328,336 | 5,245 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $312,095 | 4,918 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $155,000 | 2,451 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $125,307 | 2,436 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $99,123 | 2,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $110,081 | 2,391 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $110,519 | 2,357 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $108,959 | 2,409 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $228,018 | 5,472 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $241,493 | 5,251 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $381,916 | 7,152 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $504,981 | 8,362 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $708,818 | 10,100 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $618,001 | 8,735 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $505,057 | 8,191 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $310,176 | 7,195 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $352,641 | 6,901 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $132,004 | 3,134 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||