Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,373,050
+$258,876 QoQ
Shares Held
31,245
-13.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#783
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, 2022CallValue
$1,000
CallShares
1,500
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, 2026Prime Capital Investment Advisors, LLC holds $81,464,167 across 15 Banks - Diversified names. C ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
151,129 | $49,469,055 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,693 | $12,062,267 | |
| 3 | C |
Citigroup Inc
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|
31,245 | $4,373,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
36,686 | $3,031,731 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,982 | $2,660,808 | |
| 6 | RY |
Royal Bank Of Canada
|
10,688 | $2,212,095 | |
| 7 | TD |
Toronto Dominion Bank
|
14,694 | $1,784,292 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
86,156 | $1,713,642 |
All Filings in C
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,373,050 | 31,245 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,114,174 | 36,277 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,564,796 | 39,119 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,474,976 | 24,384 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,005,342 | 23,559 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,948,959 | 27,454 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,438,349 | 20,434 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,238,478 | 19,784 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,164,681 | 18,353 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,164,691 | 18,417 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $980,909 | 19,069 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $683,169 | 16,610 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $803,812 | 17,459 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $512,320 | 10,926 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $431,358 | 9,537 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $318,942 | 7,654 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $337,612 | 7,341 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $1,000 | 1,500 | Call | Sole | 2022-08-12 | |
| 2022-03-31 | $1,393,953 | 26,104 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,576,420 | 26,104 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,691,197 | 24,098 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $441,267 | 6,237 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $288,017 | 3,959 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $234,862 | 3,809 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $308,279 | 7,151 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,175,838 | 42,580 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $159,297 | 3,782 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||