Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$122,465
+$52,945 QoQ
Shares Held
875
+42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,337
of 2,617 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $6,057,836 across 11 Banks - Diversified names. C ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,356 | $3,062,499 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
29,767 | $2,459,944 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,717 | $211,794 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
858 | $151,608 | |
| 5 | C |
Citigroup Inc
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|
875 | $122,465 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
220 | $31,814 | |
| 7 | BCS |
Barclays PLC
|
182 | $4,888 | |
| 8 | UBS |
UBS Group AG
|
87 | $4,311 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,465 | 875 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $69,520 | 613 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $82,033 | 703 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $62,118 | 612 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $52,008 | 611 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $49,622 | 699 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||