Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,614,592
+$452,431 QoQ
Shares Held
18,681
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#959
of 2,621 holders
Holding Since
Mar 2021
18 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, 2026Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. C ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,993 | $11,454,258 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,504 | $3,219,597 | |
| 3 | C |
Citigroup Inc
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|
18,681 | $2,614,592 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,801 | $2,049,554 | |
| 5 | RY |
Royal Bank Of Canada
|
5,229 | $1,082,246 | |
| 6 | UBS |
UBS Group AG
|
14,196 | $703,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,772 | $666,512 | |
| 8 | TD |
Toronto Dominion Bank
|
5,338 | $648,193 |
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,614,592 | 18,681 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,162,161 | 19,065 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,208,591 | 18,927 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,073,442 | 20,428 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,595,148 | 18,740 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $365,243 | 5,145 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $242,634 | 3,447 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $215,156 | 3,437 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $259,487 | 4,089 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $247,078 | 3,907 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $203,085 | 3,948 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $247,787 | 5,382 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $278,245 | 5,934 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $240,834 | 4,510 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $212,874 | 3,525 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $277,772 | 3,958 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $217,131 | 3,069 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $242,548 | 3,334 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||