Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,151,450
+$265,605 QoQ
Shares Held
8,227
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,273
of 2,617 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Resonant Capital Advisors, LLC holds $19,296,921 across 11 Banks - Diversified names. C ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,882 | $11,745,255 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,347 | $1,786,152 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,682 | $1,213,320 | |
| 4 | C |
Citigroup Inc
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|
8,227 | $1,151,450 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,382 | $778,291 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
33,415 | $664,624 | |
| 7 | ING |
Ing Groep NV
|
19,778 | $620,633 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,699 | $541,917 |
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,450 | 8,227 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $885,845 | 7,811 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $753,467 | 6,457 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $644,220 | 6,347 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $520,679 | 6,117 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $267,206 | 3,764 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $253,122 | 3,596 | Shares | Sole | 2025-01-24 | |
| 2021-09-30 | $208,715 | 2,974 | Shares | Sole | 2021-10-18 | |
| No filing history on record for this holder in this stock. | ||||||