Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,146,006
+$427,165 QoQ
Shares Held
15,333
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,033
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, 2026Checchi Capital Advisers, LLC holds $34,354,758 across 18 Banks - Diversified names. C ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,988 | $9,815,972 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,113 | $4,223,978 | |
| 3 | BAC |
Bank Of America Corp /De/
|
73,125 | $4,166,662 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,807 | $2,453,987 | |
| 5 | C |
Citigroup Inc
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|
15,333 | $2,146,006 | |
| 6 | RY |
Royal Bank Of Canada
|
6,507 | $1,346,753 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66,298 | $1,318,667 | |
| 8 | UBS |
UBS Group AG
|
23,905 | $1,184,731 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,146,006 | 15,333 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,718,841 | 15,156 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,604,020 | 13,746 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,401,106 | 13,804 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,315,784 | 15,458 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,150,038 | 16,200 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,083,372 | 15,391 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $943,569 | 15,073 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $953,613 | 15,027 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $926,213 | 14,646 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $706,837 | 13,741 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $477,971 | 11,621 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $653,721 | 14,199 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $597,050 | 12,733 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $561,078 | 12,405 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $592,464 | 14,218 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $824,094 | 17,919 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,382,686 | 25,893 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $899,992 | 14,903 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,137,477 | 16,208 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,126,693 | 15,925 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,165,527 | 16,021 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,057,900 | 17,157 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $764,124 | 17,725 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $968,958 | 18,962 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $800,406 | 19,003 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||