Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$990,636
+$92,770 QoQ
Shares Held
7,078
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,348
of 2,621 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $29,473,115 across 6 Banks - Diversified names. C ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,442 | $20,766,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
69,063 | $3,935,209 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,280 | $2,832,899 | |
| 4 | C |
Citigroup Inc
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|
7,078 | $990,636 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,605 | $521,319 | |
| 6 | TD |
Toronto Dominion Bank
|
3,513 | $426,583 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,636 | 7,078 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $897,866 | 7,917 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $933,286 | 7,998 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $852,092 | 8,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $717,306 | 8,427 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $537,465 | 7,571 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $539,328 | 7,662 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $435,508 | 6,957 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $341,034 | 5,374 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $336,057 | 5,314 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $306,942 | 5,967 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $202,611 | 4,321 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $269,887 | 5,967 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $210,700 | 3,489 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $234,401 | 3,340 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $243,238 | 3,438 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $249,969 | 3,436 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $211,740 | 3,434 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $225,964 | 4,422 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||