Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$875,447
+$186,484 QoQ
Shares Held
6,255
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,418
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026Advisor OS, LLC holds $12,857,925 across 6 Banks - Diversified names. C ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,396 | $7,658,209 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,219 | $2,861,475 | |
| 3 | C |
Citigroup Inc
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|
6,255 | $875,447 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,967 | $741,029 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,106 | $449,156 | |
| 6 | TD |
Toronto Dominion Bank
|
2,245 | $272,609 |
All Filings in C
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,447 | 6,255 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $688,963 | 6,075 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $566,993 | 4,859 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $490,446 | 4,832 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $363,630 | 4,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $266,209 | 3,750 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||