Position in C
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,346,516
-$38,827 QoQ
Shares Held
11,873
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 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 Mar 31, 2026GM Advisory Group, LLC holds $18,850,075 across 6 Banks - Diversified names. C ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,273 | $11,552,545 | |
| 2 | BAC |
Bank Of America Corp /De/
|
62,399 | $3,041,951 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
27,659 | $2,201,932 | |
| 4 | C |
Citigroup Inc
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|
11,873 | $1,346,516 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,254 | $386,022 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
14,825 | $321,109 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,346,516 | 11,873 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,385,343 | 11,872 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,130,811 | 11,141 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $921,764 | 10,829 | Shares | Sole | 2025-08-13 | |
| 2020-06-30 | $203,633 | 3,985 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,280,490 | 30,401 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||