Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$317,149
+$87,267 QoQ
Shares Held
2,266
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,973
of 2,617 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Archford Capital Strategies, LLC holds $13,369,884 across 8 Banks - Diversified names. C ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,153 | $7,251,341 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
25,258 | $3,652,559 | |
| 3 | SAN |
Banco Santander, S.A.
|
40,444 | $558,127 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,688 | $495,042 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,366 | $460,251 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,056 | $417,827 | |
| 7 | C |
Citigroup Inc
This page
|
2,266 | $317,149 | |
| 8 | ING |
Ing Groep NV
|
6,934 | $217,588 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,149 | 2,266 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $229,882 | 2,027 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $222,411 | 1,906 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $236,208 | 2,775 | Shares | Sole | 2025-07-17 | |
| 2021-12-31 | $268,977 | 4,454 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $349,145 | 4,975 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $353,254 | 4,993 | Shares | Sole | 2021-07-23 | |
| No filing history on record for this holder in this stock. | ||||||