Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,751,039
+$791,704 QoQ
Shares Held
12,511
+47.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,111
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. C ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,342 | $5,676,556 | |
| 2 | C |
Citigroup Inc
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|
12,511 | $1,751,039 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,069 | $1,428,431 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
59,536 | $1,184,171 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,812 | $1,058,783 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,036 | $573,963 | |
| 7 | SAN |
Banco Santander, S.A.
|
38,129 | $526,180 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,121 | $451,327 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,751,039 | 12,511 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $959,335 | 8,459 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,031,422 | 8,839 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $986,478 | 9,719 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $809,320 | 9,508 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $677,670 | 9,546 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $430,716 | 6,119 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $383,550 | 6,127 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $387,042 | 6,099 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $382,159 | 6,043 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $322,837 | 6,276 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $397,768 | 9,671 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $383,789 | 8,336 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $472,885 | 10,085 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $331,263 | 7,324 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $543,751 | 13,049 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $593,913 | 12,914 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $516,537 | 9,673 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $525,815 | 8,707 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $652,111 | 9,292 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $653,588 | 9,238 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $540,678 | 7,432 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $555,864 | 9,015 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $336,042 | 7,795 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $442,117 | 8,652 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $285,573 | 6,780 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||