Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,369,648
+$263,674 QoQ
Shares Held
9,786
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,203
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026Dynamic Advisor Solutions LLC holds $51,258,117 across 12 Banks - Diversified names. C ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,651 | $26,726,821 | |
| 2 | ING |
Ing Groep NV
|
210,374 | $6,601,536 | |
| 3 | BAC |
Bank Of America Corp /De/
|
101,158 | $5,763,982 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,035 | $4,198,751 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,305 | $2,421,765 | |
| 6 | BNS |
Bank Of Nova Scotia
|
15,784 | $1,370,682 | |
| 7 | C |
Citigroup Inc
This page
|
9,786 | $1,369,648 | |
| 8 | RY |
Royal Bank Of Canada
|
4,953 | $1,025,122 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,648 | 9,786 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,105,974 | 9,752 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,087,900 | 9,323 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,003,429 | 9,886 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $825,919 | 9,703 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $384,055 | 5,410 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $376,727 | 5,352 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $672,574 | 10,744 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $692,538 | 10,913 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $534,378 | 8,450 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $404,164 | 7,857 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $323,693 | 7,870 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $322,464 | 7,004 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $381,965 | 8,146 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $394,043 | 8,712 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $338,110 | 8,114 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $360,423 | 7,837 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $335,405 | 6,281 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $307,807 | 5,097 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $363,602 | 5,181 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $366,343 | 5,178 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $346,071 | 4,757 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $302,010 | 4,898 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $275,343 | 6,387 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $982,857 | 19,234 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $555,310 | 13,184 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||