Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$751,445
+$148,445 QoQ
Shares Held
5,369
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,497
of 2,621 holders
Holding Since
Sep 2021
16 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, 2026Claro Advisors Inc. holds $18,457,041 across 6 Banks - Diversified names. C ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,391 | $13,221,186 | |
| 2 | BAC |
Bank Of America Corp /De/
|
48,271 | $2,750,481 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,544 | $788,716 | |
| 4 | C |
Citigroup Inc
This page
|
5,369 | $751,445 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,411 | $637,874 | |
| 6 | TD |
Toronto Dominion Bank
|
2,531 | $307,339 |
All Filings in C
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,445 | 5,369 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $603,000 | 5,317 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $553,694 | 4,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $474,614 | 4,676 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $397,510 | 4,670 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $595,109 | 8,383 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $602,397 | 8,558 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $786,193 | 12,559 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $672,295 | 10,594 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $604,890 | 9,565 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $499,122 | 9,703 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $360,874 | 8,774 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $344,701 | 7,487 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $343,000 | 7,315 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $224,159 | 4,956 | Shares | Sole | 2023-03-13 | |
| 2021-09-30 | $204,504 | 2,914 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||