Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$307,912
+$114,662 QoQ
Shares Held
2,200
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,992
of 2,617 holders
Holding Since
Mar 2026
2 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, 2026Strategic Investment Advisors / MI holds $12,188,816 across 9 Banks - Diversified names. C ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,785 | $7,130,884 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
11,038 | $1,596,205 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,626 | $1,175,269 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,844 | $1,144,068 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,082 | $469,430 | |
| 6 | C |
Citigroup Inc
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|
2,200 | $307,912 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,479 | $140,638 | |
| 8 | SAN |
Banco Santander, S.A.
|
8,237 | $113,670 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,912 | 2,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $193,250 | 1,704 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||