Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$517,986
+$90,434 QoQ
Shares Held
3,701
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,693
of 2,617 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,507,457 across 12 Banks - Diversified names. C ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,416 | $3,736,789 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,799 | $1,299,082 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,811 | $645,493 | |
| 4 | C |
Citigroup Inc
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|
3,701 | $517,986 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,664 | $231,995 | |
| 6 | RY |
Royal Bank Of Canada
|
1,097 | $227,045 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,469 | $212,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,958 | $186,185 |
All Filings in C
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,986 | 3,701 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $427,552 | 3,770 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $403,276 | 3,456 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $275,876 | 2,718 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $221,479 | 2,602 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $152,413 | 2,147 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $123,392 | 1,753 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $650,037 | 10,384 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $582,116 | 9,173 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $589,774 | 9,326 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $696,495 | 13,540 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,435,346 | 59,211 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,197,362 | 26,007 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,220,734 | 26,034 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,202,168 | 26,579 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,188,136 | 28,513 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,259,160 | 27,379 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,416,648 | 26,529 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,681,801 | 27,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,470,692 | 20,956 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,607,015 | 22,714 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $560,393 | 7,703 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $755,396 | 12,251 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,218,658 | 97,858 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||