Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,619,770
+$510,458 QoQ
Shares Held
18,718
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#956
of 2,621 holders
Holding Since
Jun 2020
24 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, 2026Ausdal Financial Partners, Inc. holds $18,717,774 across 8 Banks - Diversified names. C ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,524 | $9,664,090 | |
| 2 | C |
Citigroup Inc
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|
18,718 | $2,619,770 | |
| 3 | BAC |
Bank Of America Corp /De/
|
35,857 | $2,043,130 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,835 | $1,566,849 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,842 | $1,562,380 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
9,036 | $746,734 | |
| 7 | UBS |
UBS Group AG
|
5,211 | $258,256 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,231 | $256,565 |
All Filings in C
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,619,770 | 18,718 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,109,312 | 18,599 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,169,733 | 18,594 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,930,935 | 19,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,554,972 | 18,268 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,423,988 | 20,059 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,214,649 | 17,256 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,009,675 | 16,129 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,052,991 | 16,593 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,096,961 | 17,346 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $760,591 | 14,786 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $609,299 | 14,814 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $669,375 | 14,539 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $671,042 | 14,311 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $643,622 | 14,230 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $608,798 | 14,610 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $643,768 | 13,998 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $729,016 | 13,652 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $879,640 | 14,566 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $667,832 | 9,516 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $473,105 | 6,687 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $366,005 | 5,031 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $231,348 | 3,752 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $284,116 | 5,560 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||