Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,877,003
+$389,064 QoQ
Shares Held
13,411
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,088
of 2,617 holders
Holding Since
Dec 2024
5 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, 2026Apella Capital, LLC holds $23,060,614 across 9 Banks - Diversified names. C ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,413 | $12,246,397 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
44,795 | $3,701,858 | |
| 3 | BAC |
Bank Of America Corp /De/
|
47,979 | $2,733,843 | |
| 4 | C |
Citigroup Inc
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|
13,411 | $1,877,003 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,057 | $1,020,512 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,808 | $471,328 | |
| 7 | RY |
Royal Bank Of Canada
|
2,155 | $446,020 | |
| 8 | TD |
Toronto Dominion Bank
|
2,964 | $359,918 |
All Filings in C
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,877,003 | 13,411 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,487,939 | 13,120 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $519,037 | 4,448 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $444,367 | 4,378 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $229,330 | 3,258 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||