Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,420,875
+$2,645,323 QoQ
Shares Held
81,601
+5.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#538
of 2,621 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $31,245,243 across 10 Banks - Diversified names. C ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,052 | $11,800,901 | |
| 2 | C |
Citigroup Inc
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|
81,601 | $11,420,875 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,643 | $3,276,097 | |
| 4 | BAC |
Bank Of America Corp /De/
|
32,163 | $1,832,647 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
15,721 | $1,494,909 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,119 | $451,038 | |
| 7 | UBS |
UBS Group AG
|
5,976 | $296,170 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,457 | $227,879 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,420,875 | 81,601 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,775,552 | 77,379 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,679,318 | 82,949 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $8,061,840 | 79,427 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,679,761 | 113,719 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,116,499 | 114,333 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,191,284 | 116,370 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,037,742 | 112,424 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $7,051,104 | 111,111 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,047,479 | 127,253 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $6,408,858 | 124,589 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,631,972 | 136,931 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,919,961 | 128,583 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,323,234 | 113,526 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,351,623 | 96,211 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,374,228 | 80,975 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,844,803 | 61,857 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,587,283 | 48,451 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,910,135 | 31,630 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,802,217 | 39,929 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,609,067 | 22,743 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||