Position in C
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$97,692
+$64,690 QoQ
Shares Held
698
+139.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,360
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, 2026Cedar Mountain Advisors, LLC holds $851,321 across 6 Banks - Diversified names. C ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
3,199 | $462,607 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
459 | $150,244 | |
| 3 | C |
Citigroup Inc
This page
|
698 | $97,692 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,483 | $84,501 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
655 | $54,129 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
108 | $2,148 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,692 | 698 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $33,002 | 291 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,236 | 122 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,383 | 122 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,702 | 20 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,419 | 20 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,407 | 20 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,252 | 20 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,269 | 20 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,264 | 20 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,028 | 20 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $822 | 20 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $920 | 20 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $937 | 20 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $904 | 20 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $833 | 20 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $919 | 20 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,068 | 20 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,207 | 20 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,403 | 20 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,415 | 20 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,455 | 20 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,233 | 20 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $862 | 20 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,022 | 20 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $842 | 20 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||