Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$111,968
+$21,240 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,342
of 2,617 holders
Holding Since
Jun 2020
25 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, 2026HOEY INVESTMENTS, INC holds $26,217,278 across 6 Banks - Diversified names. C ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
122,048 | $10,086,046 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
29,421 | $9,630,375 | |
| 3 | BAC |
Bank Of America Corp /De/
|
111,641 | $6,361,304 | |
| 4 | C |
Citigroup Inc
This page
|
800 | $111,968 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
125 | $18,076 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
100 | $9,509 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,968 | 800 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $90,728 | 800 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $105,021 | 900 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $91,350 | 900 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $76,948 | 904 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $64,174 | 904 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $16,823 | 239 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $35,995 | 575 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $36,489 | 575 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,743 | 75 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,858 | 75 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,084 | 75 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $3,453 | 75 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $146,531 | 3,125 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $160,566 | 3,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $147,928 | 3,550 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $80,482 | 1,750 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $40,584 | 760 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $15,701 | 260 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,246 | 260 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $124,520 | 1,760 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $18,915 | 260 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $16,031 | 260 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $11,208 | 260 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $71,540 | 1,400 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||