Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,081,890
+$272,711 QoQ
Shares Held
7,730
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,294
of 2,617 holders
Holding Since
Sep 2020
10 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, 2026Optas, LLC holds $14,082,049 across 13 Banks - Diversified names. C ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,011 | $5,895,539 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,983 | $1,195,611 | |
| 3 | C |
Citigroup Inc
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|
7,730 | $1,081,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,393 | $893,179 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,721 | $803,343 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
39,959 | $794,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
27,560 | $690,653 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,304 | $622,400 |
All Filings in C
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,890 | 7,730 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $809,179 | 7,135 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $1,455,824 | 12,476 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $502,221 | 4,948 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $382,273 | 4,491 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $321,654 | 4,531 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $301,690 | 4,286 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $210,711 | 3,366 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $224,076 | 3,531 | Shares | Other | 2024-07-25 | |
| 2020-09-30 | $213,565 | 4,954 | Shares | Other | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||