Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,641,832
+$3,689,972 QoQ
Shares Held
133,194
+1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#432
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $65,014,157 across 8 Banks - Diversified names. C ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
98,167 | $32,133,004 | |
| 2 | C |
Citigroup Inc
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|
133,194 | $18,641,832 | |
| 3 | BAC |
Bank Of America Corp /De/
|
158,765 | $9,046,429 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,459 | $2,351,851 | |
| 5 | RY |
Royal Bank Of Canada
|
8,976 | $1,857,762 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,937 | $424,719 | |
| 7 | BCS |
Barclays PLC
|
12,650 | $339,779 | |
| 8 | ING |
Ing Groep NV
|
6,972 | $218,781 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,641,832 | 133,194 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,951,860 | 131,839 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,158,214 | 147,041 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,405,771 | 151,781 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,658,344 | 172,208 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,808,618 | 166,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,902,878 | 169,099 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,908,954 | 158,290 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,936,119 | 140,815 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,406,781 | 101,309 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,859,382 | 94,467 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,596,277 | 111,750 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,988,664 | 108,355 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,671,369 | 99,624 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,349,507 | 74,055 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,333,054 | 103,985 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,378,937 | 95,215 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,850,460 | 72,106 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,224,463 | 53,394 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,493,349 | 49,777 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,693,150 | 52,200 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,363,771 | 18,746 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $954,496 | 15,480 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $906,603 | 21,030 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,175,913 | 23,012 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $888,184 | 21,087 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||