Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,847,445
+$2,169,816 QoQ
Shares Held
70,359
+3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#574
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Mar 31, 2020CallValue
$421
CallShares
10
PutValue
$0
PutShares
0
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, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. C ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
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|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
9,265 | $1,637,125 |
All Filings in C
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,847,445 | 70,359 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,677,629 | 67,698 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,707,173 | 74,618 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,369,791 | 82,461 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,994,480 | 82,172 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,081,003 | 85,660 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,698,492 | 80,956 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,397,774 | 70,252 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,404,186 | 69,401 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,995,249 | 63,176 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,378,585 | 46,240 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,833,452 | 44,577 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,283,537 | 49,599 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,275,431 | 48,527 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,304,558 | 50,952 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,238,387 | 53,717 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,433,422 | 52,912 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,002,553 | 37,501 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,897,936 | 31,428 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,156,982 | 30,735 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,998,616 | 28,249 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,007,027 | 27,588 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,569,123 | 25,448 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,370,811 | 31,798 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,466,570 | 28,700 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,109,188 | 26,334 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $421 | 10 | Call | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||