Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,946,216
+$1,441,028 QoQ
Shares Held
121,079
-11.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#452
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. C ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
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|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,946,216 | 121,079 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,505,188 | 136,718 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,288,190 | 113,876 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,431,481 | 92,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,994,395 | 82,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,703,022 | 207,114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,627,253 | 207,803 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,499,222 | 87,847 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,571,343 | 87,793 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,529,262 | 87,433 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,335,163 | 64,836 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,577,041 | 62,656 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,800,613 | 60,830 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,877,451 | 61,366 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,597,785 | 57,435 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,758,137 | 66,190 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,192,165 | 69,410 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,460,800 | 64,809 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,224,580 | 86,514 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,407,808 | 219,547 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,474,723 | 218,724 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,742,265 | 147,660 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,475,897 | 56,372 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,986,939 | 46,090 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,436,396 | 47,679 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,871,012 | 44,421 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||