Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,486,935
+$477,813 QoQ
Shares Held
10,624
+19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,173
of 2,617 holders
Holding Since
Jun 2022
17 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, 2026Continuum Advisory, LLC holds $10,825,483 across 17 Banks - Diversified names. C ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,447 | $6,038,256 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,140 | $1,499,089 | |
| 3 | C |
Citigroup Inc
This page
|
10,624 | $1,486,935 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,135 | $862,392 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,764 | $399,702 | |
| 6 | BCS |
Barclays PLC
|
5,399 | $145,017 | |
| 7 | ING |
Ing Groep NV
|
2,973 | $93,292 | |
| 8 | UBS |
UBS Group AG
|
1,849 | $91,636 |
All Filings in C
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,935 | 10,624 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,009,122 | 8,898 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $998,633 | 8,558 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $776,576 | 7,651 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $538,213 | 6,323 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $430,909 | 6,070 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $458,872 | 6,519 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $400,577 | 6,399 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $384,504 | 6,059 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $373,748 | 5,910 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $486,365 | 9,455 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $420,471 | 10,223 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $465,740 | 10,116 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $293,109 | 6,251 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $275,495 | 6,091 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $258,604 | 6,206 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $245,448 | 5,337 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||