Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$40,868
+$30,321 QoQ
Shares Held
292
+214.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,449
of 2,617 holders
Holding Since
Mar 2020
24 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, 2026HHM Wealth Advisors, LLC holds $5,272,391 across 11 Banks - Diversified names. C ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,692 | $3,499,812 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,332 | $987,577 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,406 | $529,391 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
767 | $110,915 | |
| 5 | C |
Citigroup Inc
This page
|
292 | $40,868 | |
| 6 | BCS |
Barclays PLC
|
1,084 | $29,116 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
235 | $22,346 | |
| 8 | UBS |
UBS Group AG
|
392 | $19,427 |
All Filings in C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,868 | 292 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,547 | 93 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,768 | 58 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,887 | 58 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $44,517 | 523 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $37,269 | 525 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,082 | 58 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $13,406 | 212 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,905 | 212 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,719 | 212 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,760 | 212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,940 | 212 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,981 | 287 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $10,334 | 248 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $21,753 | 473 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $21,787 | 408 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $24,639 | 408 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $28,633 | 408 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $28,866 | 408 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $29,682 | 408 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $25,157 | 408 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $21,899 | 508 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,958 | 508 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,396 | 508 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||