Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,360,313
+$3,149,435 QoQ
Shares Held
31,154
+191.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#785
of 2,621 holders
Holding Since
Mar 2022
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, 2026MONECO ADVISORS, LLC holds $19,907,817 across 6 Banks - Diversified names. C ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,394 | $7,984,888 | |
| 2 | C |
Citigroup Inc
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|
31,154 | $4,360,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
74,319 | $4,234,696 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
30,651 | $2,532,998 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,536 | $511,340 | |
| 6 | UBS |
UBS Group AG
|
5,722 | $283,582 |
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,360,313 | 31,154 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,210,878 | 10,677 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,820,513 | 24,171 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $824,992 | 8,128 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $698,324 | 8,204 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $483,654 | 6,813 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $469,219 | 6,666 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $356,569 | 5,696 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $351,695 | 5,542 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $340,547 | 5,385 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $232,148 | 4,513 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $207,594 | 4,509 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $210,160 | 4,482 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $283,139 | 6,260 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $345,522 | 7,513 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $206,871 | 3,874 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||