Position in C
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$5,046,404
-$673,739 QoQ
Shares Held
44,497
-9.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $68,267,895 across 10 Banks - Diversified names. C ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
668,423 | $32,585,621 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
80,498 | $23,679,291 | |
| 3 | C |
Citigroup Inc
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|
44,497 | $5,046,404 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
25,233 | $2,993,390 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,788 | $2,371,422 | |
| 6 | UBS |
UBS Group AG
|
19,945 | $779,251 | |
| 7 | RY |
Royal Bank Of Canada
|
1,641 | $265,480 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,376 | $226,990 |
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,046,404 | 44,497 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,720,143 | 49,020 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,921,858 | 38,639 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,162,633 | 37,155 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,503,746 | 35,269 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,202,753 | 17,087 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,029,018 | 16,438 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,198,442 | 18,885 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,406,014 | 22,233 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,399,013 | 27,197 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,466,161 | 35,647 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,860,614 | 40,413 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,133,846 | 66,834 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,658,182 | 125,098 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,541,068 | 132,975 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,113,220 | 132,925 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,883,422 | 222,536 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,255,307 | 186,377 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,459,115 | 206,029 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||