Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$817,926
+$113,424 QoQ
Shares Held
5,844
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,453
of 2,621 holders
Holding Since
Dec 2021
19 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, 2026Capital Investment Advisory Services, LLC holds $23,070,873 across 6 Banks - Diversified names. C ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,679 | $9,714,827 | |
| 2 | BAC |
Bank Of America Corp /De/
|
92,684 | $5,281,134 | |
| 3 | RY |
Royal Bank Of Canada
|
20,987 | $4,343,679 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
31,650 | $2,615,556 | |
| 5 | C |
Citigroup Inc
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|
5,844 | $817,926 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,059 | $297,751 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,926 | 5,844 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $704,502 | 6,212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $730,012 | 6,256 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $650,716 | 6,411 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $558,983 | 6,567 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $432,471 | 6,092 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $403,053 | 5,726 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $362,641 | 5,793 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $398,021 | 6,272 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $360,151 | 5,695 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $298,917 | 5,811 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $224,981 | 5,470 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $227,759 | 4,947 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $272,337 | 5,808 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $325,836 | 7,204 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $286,106 | 6,866 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $251,519 | 5,469 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $258,509 | 4,841 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $245,183 | 4,060 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||