Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,244,972
+$844,310 QoQ
Shares Held
23,185
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#887
of 2,621 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$7,000
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $46,353,491 across 10 Banks - Diversified names. C ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,030 | $32,415,489 | |
| 2 | BAC |
Bank Of America Corp /De/
|
100,425 | $5,722,216 | |
| 3 | C |
Citigroup Inc
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|
23,185 | $3,244,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
33,492 | $2,767,778 | |
| 5 | ING |
Ing Groep NV
|
16,520 | $518,397 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,559 | $514,666 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,859 | $328,785 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,549 | $308,195 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244,972 | 23,185 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,400,662 | 21,168 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,108,704 | 18,071 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,830,857 | 18,038 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,571,911 | 18,467 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,282,221 | 18,062 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,237,526 | 17,581 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,011,803 | 16,163 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $996,639 | 15,705 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $953,090 | 15,071 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $487,033 | 9,468 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $415,042 | 10,091 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $535,537 | 11,632 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $541,860 | 11,556 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $501,645 | 11,091 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $473,746 | 11,369 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $446,608 | 9,711 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $7,000 | 1,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $352,173 | 6,595 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $416,207 | 6,892 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $484,031 | 6,897 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $425,632 | 6,016 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $350,946 | 4,824 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $350,413 | 5,683 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $557,196 | 12,925 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $233,680 | 4,573 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||