Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,926,824
+$125,085 QoQ
Shares Held
13,767
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,071
of 2,617 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. C ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
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|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,926,824 | 13,767 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,801,739 | 15,887 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,531,784 | 13,127 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,246,419 | 12,280 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,021,862 | 12,005 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $623,787 | 8,787 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $377,145 | 5,358 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $447,711 | 7,152 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $449,166 | 7,078 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $356,479 | 5,637 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $217,074 | 4,220 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $147,735 | 3,592 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $237,977 | 5,169 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $252,642 | 5,388 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $250,345 | 5,535 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $155,844 | 3,740 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $231,328 | 5,030 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $158,917 | 2,976 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $161,723 | 2,678 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||