Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,264,007
+$217,701 QoQ
Shares Held
23,321
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#885
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. C ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
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|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
|
21,071 | $1,044,278 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,264,007 | 23,321 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,046,306 | 26,861 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,596,385 | 30,820 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,227,497 | 31,798 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,937,406 | 34,509 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,444,682 | 34,437 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,440,843 | 34,676 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,711,734 | 27,344 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,950,379 | 30,734 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,278,459 | 20,216 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,134,149 | 22,048 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $613,865 | 14,925 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $637,239 | 13,841 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $653,927 | 13,946 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $479,754 | 10,607 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $532,209 | 12,772 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $595,386 | 12,946 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $704,773 | 13,198 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $690,438 | 11,433 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $835,071 | 11,899 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $845,391 | 11,949 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $753,835 | 10,362 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $651,931 | 10,573 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $463,992 | 10,763 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $598,892 | 11,720 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $438,553 | 10,412 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||