Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$39,079,071
+$8,185,053 QoQ
Shares Held
279,216
+2.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#43
of 1,055 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. C ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
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|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,079,071 | 279,216 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $30,894,018 | 272,410 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $31,338,499 | 268,562 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $26,683,335 | 262,890 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $21,035,365 | 247,126 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,951,631 | 238,789 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,091,004 | 257,011 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $12,923,519 | 206,446 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,463,094 | 164,877 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $11,348,860 | 179,457 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,909,909 | 212,090 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,736,353 | 163,782 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,586,828 | 186,508 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,275,100 | 176,479 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $877,235 | 19,395 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $509,082 | 12,217 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $648,091 | 14,092 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $497,848 | 9,323 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $568,873 | 9,420 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $658,894 | 9,313 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $640,854 | 8,809 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $505,180 | 8,193 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $382,989 | 8,884 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $505,430 | 9,891 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $353,260 | 8,387 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||