Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,322
+$29,815 QoQ
Shares Held
431
+60.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,412
of 2,621 holders
Holding Since
Mar 2020
18 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, 2026Heritage Wealth Advisors holds $42,590,870 across 8 Banks - Diversified names. C ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
123,143 | $40,308,398 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,025 | $1,254,984 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
22,288 | $558,537 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,927 | $240,317 | |
| 5 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 6 | C |
Citigroup Inc
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|
431 | $60,322 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
267 | $38,610 | |
| 8 | SAN |
Banco Santander, S.A.
|
400 | $5,520 |
All Filings in C
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,322 | 431 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,507 | 269 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $159,631 | 1,368 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $143,521 | 1,414 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $120,359 | 1,414 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $100,379 | 1,414 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $101,572 | 1,443 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $90,018 | 1,438 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $74,375 | 1,172 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $74,117 | 1,172 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $126,028 | 2,450 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $57,582 | 1,400 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $343,110 | 8,234 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $283,919 | 4,013 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $301,209 | 4,885 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $225,637 | 5,234 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $239,659 | 4,690 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $75,689 | 1,797 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||