Position in C
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,788,328
+$12,030,245 QoQ
Shares Held
192,120
+129.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 99.83551946699978.ToString("F0")%
Shared 0.1644805330002082.ToString("F0")%
None 0.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Dec 31, 2025CallValue
$140,028
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Tidal Investments LLC holds $382,163,273 across 8 Banks - Diversified names. C ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
549,403 | $161,612,385 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
910,526 | $108,015,698 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,288,184 | $62,798,969 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
275,612 | $21,941,470 | |
| 5 | C |
Citigroup Inc
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|
192,120 | $21,788,328 | |
| 6 | TD |
Toronto Dominion Bank
|
47,959 | $4,475,054 | |
| 7 | BNS |
Bank Of Nova Scotia
|
18,768 | $1,300,810 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,795 | $230,559 |
All Filings in C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,788,328 | 192,120 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $140,028 | 1,200 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $9,758,083 | 83,624 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,433,453 | 73,236 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,216,397 | 73,031 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,692,120 | 80,182 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,918,773 | 98,292 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,553,656 | 104,691 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $6,294,280 | 99,185 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,951,565 | 78,298 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,823,123 | 74,322 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,926,810 | 71,160 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,774,324 | 60,259 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,323,868 | 49,560 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $1,829,236 | 40,443 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,146,338 | 51,508 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $2,350,778 | 51,115 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,659,907 | 49,811 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,122,346 | 35,144 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,244,361 | 17,731 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,074,409 | 15,186 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $596,768 | 8,203 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $385,806 | 6,257 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $243,695 | 4,769 | Shares | Defined | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||