Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$24,939,192
-$1,607,934 QoQ
Shares Held
178,188
-23.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#372
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. C ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,939,192 | 178,188 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $26,547,126 | 234,081 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $28,211,206 | 241,762 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $24,516,513 | 241,542 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,528,305 | 241,169 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $16,403,729 | 231,071 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,938,266 | 226,428 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,935,009 | 222,604 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,961,008 | 219,997 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,693,230 | 216,528 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,889,136 | 192,278 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $7,687,897 | 186,948 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,742,824 | 168,207 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,083,720 | 151,102 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,838,513 | 129,085 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,349,551 | 128,379 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,304,670 | 115,344 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,549,434 | 103,922 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,904,450 | 97,772 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $6,378,378 | 90,886 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $6,288,542 | 88,884 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $6,233,146 | 85,679 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,049,150 | 65,669 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,604,016 | 60,404 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,937,432 | 57,484 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,446,161 | 58,076 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||