Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$305,952
+$49,419 QoQ
Shares Held
2,186
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,997
of 2,617 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $9,797,213 across 9 Banks - Diversified names. C ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,391 | $6,019,926 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,409 | $991,964 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,731 | $804,169 | |
| 4 | TD |
Toronto Dominion Bank
|
3,509 | $426,097 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,084 | $388,347 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,181 | $361,620 | |
| 7 | C |
Citigroup Inc
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|
2,186 | $305,952 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,925 | $298,840 |
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,952 | 2,186 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $256,533 | 2,262 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $274,221 | 2,350 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $235,886 | 2,324 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $206,416 | 2,425 | Shares | Sole | 2025-07-31 | |
| 2022-09-30 | $248,228 | 5,957 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $288,265 | 6,268 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $469,386 | 8,790 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $559,151 | 9,259 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $698,641 | 9,955 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $703,962 | 9,950 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $727,572 | 10,001 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $608,830 | 9,874 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $453,042 | 10,509 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $591,380 | 11,573 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $504,976 | 11,989 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||