Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,882,041
+$182,026 QoQ
Shares Held
13,447
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,084
of 2,617 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CreativeOne Wealth, LLC holds $18,856,089 across 6 Banks - Diversified names. C ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,378 | $9,288,970 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,573 | $3,736,349 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,058 | $2,177,537 | |
| 4 | C |
Citigroup Inc
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|
13,447 | $1,882,041 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,701 | $1,545,449 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,374 | $225,743 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,041 | 13,447 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,700,015 | 14,990 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,941,254 | 16,636 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,704,489 | 16,793 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,502,622 | 17,653 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,247,152 | 17,568 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,117,933 | 15,882 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $750,323 | 11,986 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $240,449 | 3,789 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $717,523 | 11,385 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $263,526 | 5,123 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $439,866 | 9,554 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $440,390 | 9,392 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $335,877 | 7,426 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $306,274 | 7,350 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $316,779 | 6,888 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $399,004 | 7,472 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $494,956 | 8,196 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $446,344 | 6,360 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $368,890 | 5,214 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $200,717 | 2,759 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||