Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$73,096,629
+$19,418,883 QoQ
Shares Held
522,268
+10.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#6
of 391 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 9.914450052463486.ToString("F0")%
Shared 0.ToString("F0")%
None 90.08554994753652.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Mar 31, 2025CallValue
$887,375
CallShares
12,500
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 Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. C ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,335,236 | $437,062,799 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,892,296 | $164,803,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,391,339 | $114,980,254 | |
| 4 | C |
Citigroup Inc
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|
522,268 | $73,096,629 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
112,489 | $16,267,034 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
44,397 | $7,844,949 | |
| 7 | RY |
Royal Bank Of Canada
|
22,619 | $4,681,454 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48,890 | $4,648,950 |
All Filings in C
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,096,629 | 522,268 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $53,677,746 | 473,307 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $47,726,210 | 409,000 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $39,929,998 | 393,399 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $32,418,462 | 380,856 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $25,541,776 | 359,794 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $887,375 | 12,500 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $17,597,922 | 250,006 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $8,545,213 | 136,505 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $62,600 | 1,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $8,210,200 | 129,376 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $31,730 | 500 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $7,381,878 | 116,728 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,791,938 | 112,596 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,262,207 | 152,254 | Shares | Sole | 2023-11-13 | |
| 2020-06-30 | $1,437,902 | 28,139 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $1,112,852 | 26,421 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||