Position in C
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$18,847,853
+$2,458,521 QoQ
Shares Held
134,666
-6.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#425
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. C ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
474,800 | $155,416,284 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
490,085 | $40,500,624 | |
| 3 | BAC |
Bank Of America Corp /De/
|
585,316 | $33,351,305 | |
| 4 | C |
Citigroup Inc
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|
134,666 | $18,847,853 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
52,280 | $9,237,876 | |
| 6 | RY |
Royal Bank Of Canada
|
13,332 | $2,759,324 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
16,232 | $2,347,309 | |
| 8 | TD |
Toronto Dominion Bank
|
15,783 | $1,916,529 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,847,853 | 134,666 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $16,389,332 | 144,514 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,852,253 | 84,431 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,255,198 | 81,332 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,057,649 | 71,166 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,036,314 | 70,944 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,100,881 | 72,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,089,532 | 65,328 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,746,871 | 74,801 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,341,123 | 84,458 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,803,467 | 93,380 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,078,238 | 123,468 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,970,513 | 129,681 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,497,430 | 117,241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,320,676 | 117,636 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,045,448 | 97,083 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,975,927 | 86,452 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,531,239 | 253,394 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,704,197 | 94,456 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,026,426 | 85,871 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,788,430 | 67,681 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $976,959 | 13,429 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,021,644 | 16,569 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $621,991 | 14,428 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $768,952 | 15,048 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $228,079 | 5,415 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||