Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,924,338
+$2,445,699 QoQ
Shares Held
28,039
+115.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#823
of 2,617 holders
Holding Since
Mar 2020
25 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, 2026Wealthspire Advisors, LLC holds $59,874,737 across 10 Banks - Diversified names. C ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,563 | $37,499,906 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,359 | $8,225,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
65,241 | $5,391,516 | |
| 4 | C |
Citigroup Inc
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|
28,039 | $3,924,338 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,894 | $2,876,871 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
25,541 | $640,057 | |
| 7 | TD |
Toronto Dominion Bank
|
4,522 | $549,106 | |
| 8 | UBS |
UBS Group AG
|
7,919 | $392,465 |
All Filings in C
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,924,338 | 28,039 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,478,639 | 13,038 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,609,655 | 22,364 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,086,253 | 10,702 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,142,395 | 13,421 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,029,851 | 14,507 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $601,623 | 8,547 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $536,544 | 8,571 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $252,380 | 3,977 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $222,604 | 3,520 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $225,975 | 4,393 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $930,238 | 20,205 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,178,720 | 25,138 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,340,843 | 29,645 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $697,097 | 16,729 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $835,868 | 18,175 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $406,801 | 7,618 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $576,784 | 9,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,048,419 | 14,939 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $586,305 | 8,287 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,552,266 | 21,337 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,052,104 | 17,063 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $316,427 | 7,340 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $454,125 | 8,887 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,272,697 | 30,216 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||