Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$708,617
+$92,461 QoQ
Shares Held
5,063
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,525
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026One Wealth Advisors, LLC holds $7,396,679 across 6 Banks - Diversified names. C ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,131 | $2,661,520 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
20,279 | $1,675,856 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,866 | $961,024 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,507 | $939,925 | |
| 5 | C |
Citigroup Inc
This page
|
5,063 | $708,617 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,110 | $449,737 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,617 | 5,063 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $616,156 | 5,433 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $880,192 | 7,543 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $775,054 | 7,636 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $656,785 | 7,716 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $458,311 | 6,456 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $517,648 | 7,354 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $412,221 | 6,585 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $418,264 | 6,591 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $622,597 | 9,845 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $504,883 | 9,815 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $409,078 | 9,946 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $460,814 | 10,009 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $345,626 | 7,371 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $244,468 | 5,405 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $579,879 | 13,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $608,539 | 13,232 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $713,851 | 13,368 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $777,460 | 12,874 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $901,602 | 12,847 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $771,245 | 10,901 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $753,690 | 10,360 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $554,015 | 8,985 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $408,855 | 9,484 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $502,977 | 9,843 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $442,260 | 10,500 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||