Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,108,679
+$1,998,977 QoQ
Shares Held
36,501
+33.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#739
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, 2026Stratos Wealth Partners, LTD. holds $114,157,822 across 10 Banks - Diversified names. C ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
236,030 | $77,259,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
282,468 | $16,095,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
108,617 | $8,976,108 | |
| 4 | C |
Citigroup Inc
This page
|
36,501 | $5,108,679 | |
| 5 | TD |
Toronto Dominion Bank
|
21,257 | $2,581,237 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
17,297 | $2,501,319 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,693 | $884,695 | |
| 8 | SAN |
Banco Santander, S.A.
|
22,980 | $317,124 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,108,679 | 36,501 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,109,702 | 27,420 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,543,908 | 38,940 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,997,780 | 39,387 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,195,244 | 25,790 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,783,126 | 25,118 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,476,109 | 35,177 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,447,034 | 39,090 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,185,245 | 34,435 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,845,659 | 29,185 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,443,200 | 28,056 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,146,704 | 27,880 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,273,052 | 27,651 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,086,957 | 23,181 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,120,211 | 24,767 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,105,505 | 26,530 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,477,566 | 32,128 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,679,216 | 31,446 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,729,750 | 28,643 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,975,005 | 28,142 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,921,923 | 27,165 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,929,766 | 26,526 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,676,042 | 27,182 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,270,753 | 29,477 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,298,733 | 44,985 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,314,114 | 54,941 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||