Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$200,562
+$1,528 QoQ
Shares Held
1,433
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,289
of 2,621 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mountain Capital Investment Advisors Inc. holds $520,789 across 2 Banks - Diversified names. C ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
5,620 | $320,227 | |
| 2 | C |
Citigroup Inc
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|
1,433 | $200,562 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,562 | 1,433 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $199,034 | 1,755 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $206,774 | 1,772 | Shares | Sole | 2026-01-28 | |
| 2023-06-30 | $1,604,171 | 34,843 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,120,318 | 45,219 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,081,167 | 46,013 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,476,243 | 35,427 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,138,344 | 24,752 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $627,930 | 11,759 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||