Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,581,268
-$4,867,111 QoQ
Shares Held
11,298
-80.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,144
of 2,621 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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. C ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
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|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,109 | $236,104 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,268 | 11,298 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,448,379 | 56,859 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,520,987 | 55,883 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,434,804 | 14,136 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,290,248 | 15,158 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,497,677 | 49,270 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,879,263 | 55,111 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $2,973,938 | 47,507 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,010,859 | 47,445 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,159,913 | 49,967 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $216,973 | 4,218 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $168,920 | 4,107 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $188,856 | 4,102 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $135,230 | 2,884 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $96,385 | 2,131 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $91,674 | 2,200 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $42,908 | 933 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $51,317 | 961 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,885 | 528 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,984 | 527 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $54,548 | 771 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $52,161 | 717 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $72,882 | 1,182 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $46,903 | 1,088 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $55,136 | 1,079 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $24,261 | 576 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||