Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,416,314
+$2,413,971 QoQ
Shares Held
110,148
-3.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#472
of 2,617 holders
Holding Since
Jun 2024
9 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, 2026World Investment Advisors holds $126,993,692 across 16 Banks - Diversified names. C ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,534 | $77,097,344 | |
| 2 | C |
Citigroup Inc
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|
110,148 | $15,416,314 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,252 | $10,014,531 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
117,323 | $9,695,572 | |
| 5 | BAC |
Bank Of America Corp /De/
|
146,345 | $8,338,738 | |
| 6 | RY |
Royal Bank Of Canada
|
7,440 | $1,539,856 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,741 | $1,116,451 | |
| 8 | TD |
Toronto Dominion Bank
|
6,619 | $803,745 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,416,314 | 110,148 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,002,343 | 114,649 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,648,212 | 125,531 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $10,251,601 | 101,001 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,297,497 | 97,480 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,386,257 | 33,614 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,879,835 | 26,706 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,347,589 | 21,527 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,000,383 | 15,764 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||