Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,702,893
+$330,519 QoQ
Shares Held
12,167
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,116
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. C ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,498 | $23,076,110 | |
| 2 | BAC |
Bank Of America Corp /De/
|
226,850 | $12,925,913 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
103,291 | $8,535,968 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
32,650 | $3,104,688 | |
| 5 | C |
Citigroup Inc
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|
12,167 | $1,702,893 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,080 | $1,313,058 | |
| 7 | TD |
Toronto Dominion Bank
|
4,189 | $508,670 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,896 | $423,413 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,702,893 | 12,167 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,372,374 | 12,101 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,444,038 | 12,375 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,239,721 | 12,214 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $999,308 | 11,740 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $945,586 | 13,320 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,007,069 | 14,307 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,145,267 | 18,295 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,268,248 | 19,985 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,415,690 | 22,386 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,351,946 | 26,282 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,635,328 | 39,760 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,160,749 | 46,932 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,915,644 | 40,854 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,258,107 | 49,925 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,262,892 | 30,307 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,308,277 | 28,447 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $734,089 | 13,747 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,807,714 | 29,934 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,119,225 | 30,197 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,626,381 | 37,122 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,664,854 | 50,376 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,401,042 | 55,158 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,275,820 | 52,791 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,672,911 | 32,738 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,027,348 | 24,391 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||