Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,344,469
+$409,695 QoQ
Shares Held
16,751
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,000
of 2,617 holders
Holding Since
Dec 2021
15 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, 2026Avestar Capital, LLC holds $21,271,061 across 7 Banks - Diversified names. C ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,125 | $10,842,806 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,521 | $3,391,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
38,371 | $3,170,979 | |
| 4 | C |
Citigroup Inc
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|
16,751 | $2,344,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,666 | $674,750 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,685 | $445,496 | |
| 7 | SAN |
Banco Santander, S.A.
|
29,062 | $401,055 |
All Filings in C
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,469 | 16,751 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,934,774 | 17,060 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,895,512 | 16,244 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,641,356 | 16,171 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,297,739 | 15,246 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $984,063 | 13,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $841,864 | 11,960 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $760,965 | 12,156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $707,515 | 11,149 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $618,613 | 9,782 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $371,756 | 7,227 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $236,967 | 5,147 | Shares | Sole | 2023-08-02 | |
| 2022-06-30 | $221,303 | 4,812 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,059,456 | 19,840 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $679,870 | 11,258 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||