Position in C
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,700,808
+$651,717 QoQ
Shares Held
19,297
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#942
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Sep 30, 2021CallValue
$14,036
CallShares
200
PutValue
$14,036
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $72,287,176 across 10 Banks - Diversified names. C ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
150,478 | $49,255,963 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
99,304 | $8,206,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
129,349 | $7,370,306 | |
| 4 | C |
Citigroup Inc
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|
19,297 | $2,700,808 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,895 | $2,587,795 | |
| 6 | RY |
Royal Bank Of Canada
|
3,541 | $732,880 | |
| 7 | UBS |
UBS Group AG
|
10,019 | $496,541 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,512 | $348,313 |
All Filings in C
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,700,808 | 19,297 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,049,091 | 18,068 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,204,157 | 18,889 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,779,498 | 17,532 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,366,421 | 27,801 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,935,187 | 27,260 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,192,828 | 16,946 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,013,243 | 16,186 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $924,421 | 14,567 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $877,644 | 13,878 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $891,660 | 17,334 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $800,184 | 19,455 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $825,773 | 17,936 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,013,386 | 21,612 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,074,212 | 23,750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $980,203 | 23,523 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,095,757 | 23,826 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,425,459 | 26,694 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,411,253 | 23,369 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $14,036 | 200 | Put | Sole | 2021-12-03 | |
| 2021-09-30 | $14,036 | 200 | Call | Sole | 2021-12-03 | |
| 2021-09-30 | $3,500,858 | 49,884 | Shares | Defined | 2021-12-03 | |
| 2021-06-30 | $3,006,309 | 42,492 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $2,520,714 | 34,649 | Shares | Defined | 2021-05-24 | |
| 2020-12-31 | $1,839,317 | 29,830 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,555 | 500 | Call | Sole | 2020-11-19 | |
| 2020-09-30 | $962,818 | 22,334 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $5,110 | 100 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $1,083,064 | 21,195 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $6,110 | 500 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $816,369 | 19,382 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||