Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,488,768
+$325,586 QoQ
Shares Held
17,782
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#975
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)
Derivatives in C
reported options exposure · as of Jun 30, 2026CallValue
$27,992
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $27,619,807 across 19 Banks - Diversified names. C ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,685 | $16,263,391 | |
| 2 | BAC |
Bank Of America Corp /De/
|
85,462 | $4,869,624 | |
| 3 | C |
Citigroup Inc
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|
17,782 | $2,488,768 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,189 | $1,420,498 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,683 | $966,428 | |
| 6 | TD |
Toronto Dominion Bank
|
1,934 | $234,845 | |
| 7 | RY |
Royal Bank Of Canada
|
1,118 | $231,392 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,694 | $230,377 |
All Filings in C
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,992 | 200 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $2,488,768 | 17,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,682 | 200 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $2,163,182 | 19,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,338 | 200 | Call | Sole | 2026-02-06 | |
| 2025-12-31 | $1,596,085 | 13,678 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,300 | 200 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $1,414,605 | 13,937 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,024 | 200 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $1,337,405 | 15,712 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,198 | 200 | Call | Sole | 2025-05-02 | |
| 2025-03-31 | $1,152,025 | 16,228 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,078 | 200 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $666,382 | 9,467 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $513,007 | 8,195 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $2,232 | 200 | Call | Sole | 2024-11-12 | |
| 2024-06-30 | $290,392 | 4,576 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $168,787 | 2,669 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $168,466 | 3,275 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $139,677 | 3,396 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,250,538 | 27,162 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,123,390 | 23,958 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,046,396 | 23,135 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $989,037 | 23,735 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $207,368 | 4,509 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $83,677 | 1,567 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $94,027 | 1,557 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $103,515 | 1,475 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $122,822 | 1,736 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $125,712 | 1,728 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $56,418 | 915 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $47,679 | 1,106 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $74,657 | 1,461 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $31,842 | 756 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||