Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,742,082
+$1,113,337 QoQ
Shares Held
12,447
+124.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,111
of 2,617 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Jun 30, 2022CallValue
$4,599
CallShares
100
PutValue
$4,599
PutShares
100
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, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. C ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
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|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,082 | 12,447 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $628,745 | 5,544 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $600,253 | 5,144 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $468,625 | 4,617 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $412,321 | 4,844 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $343,875 | 4,844 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $380,106 | 5,400 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $353,815 | 5,652 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $350,933 | 5,530 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $291,220 | 4,605 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $4,599 | 100 | Call | Sole | 2022-07-27 | |
| 2022-06-30 | $4,599 | 100 | Put | Sole | 2022-07-27 | |
| 2022-06-30 | $192,882 | 4,194 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $243,877 | 4,567 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $321,455 | 5,323 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $481,224 | 6,857 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $472,963 | 6,685 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $541,332 | 7,441 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $229,251 | 3,718 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||