Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,759,017
-$206,605 QoQ
Shares Held
12,568
-27.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,109
of 2,621 holders
Holding Since
Mar 2020
23 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, 2026Wealthcare Advisory Partners LLC holds $28,146,108 across 6 Banks - Diversified names. C ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
61,535 | $20,142,251 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,900 | $3,925,922 | |
| 3 | C |
Citigroup Inc
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|
12,568 | $1,759,017 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,760 | $1,467,686 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,395 | $490,950 | |
| 6 | TD |
Toronto Dominion Bank
|
2,967 | $360,282 |
All Filings in C
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,759,017 | 12,568 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,965,622 | 17,332 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,185,720 | 18,731 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,945,755 | 19,170 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,593,020 | 18,715 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,246,087 | 17,553 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,377,743 | 19,573 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,232,281 | 19,685 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,294,647 | 20,401 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,274,096 | 20,147 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $961,825 | 18,698 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $800,759 | 19,469 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $949,068 | 20,614 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $973,061 | 20,752 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $944,402 | 20,880 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $942,200 | 22,611 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $858,265 | 18,662 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,025,280 | 19,200 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,084,181 | 17,953 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,330,191 | 18,954 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,242,016 | 17,555 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,256,756 | 17,275 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $111,660 | 2,651 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||