Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$542,345
+$168,660 QoQ
Shares Held
3,875
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,678
of 2,621 holders
Holding Since
Mar 2020
16 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, 2026Procyon Advisors, LLC holds $21,452,801 across 6 Banks - Diversified names. C ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,623 | $18,861,736 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,282 | $1,155,668 | |
| 3 | C |
Citigroup Inc
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|
3,875 | $542,345 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 | |
| 5 | TD |
Toronto Dominion Bank
|
1,913 | $232,295 | |
| 6 | SAN |
Banco Santander, S.A.
|
12,753 | $175,991 |
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,345 | 3,875 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $373,685 | 3,295 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $372,124 | 3,189 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $662,287 | 6,525 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $566,388 | 6,654 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $864,374 | 12,176 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $736,560 | 10,464 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,115,101 | 49,762 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,212,218 | 50,618 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,101,858 | 49,049 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,548,183 | 49,537 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,037,004 | 49,526 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,001,773 | 43,479 | Shares | Sole | 2023-07-17 | |
| 2021-09-30 | $251,454 | 3,583 | Shares | Sole | 2021-10-14 | |
| 2020-06-30 | $35,156 | 688 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $26,493 | 629 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||