Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$166,832
+$31,761 QoQ
Shares Held
1,192
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,312
of 2,621 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $21,373,783 across 13 Banks - Diversified names. C ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,007 | $10,476,851 | |
| 2 | RY |
Royal Bank Of Canada
|
14,700 | $3,042,459 | |
| 3 | TD |
Toronto Dominion Bank
|
15,901 | $1,930,858 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
15,748 | $1,497,477 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,853 | $1,363,095 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,037 | $1,017,620 | |
| 7 | BAC |
Bank Of America Corp /De/
|
8,324 | $474,301 | |
| 8 | ING |
Ing Groep NV
|
12,809 | $401,946 |
All Filings in C
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,832 | 1,192 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $135,071 | 1,191 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $150,413 | 1,289 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $138,243 | 1,362 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $115,082 | 1,352 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $94,274 | 1,328 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $93,337 | 1,326 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $82,819 | 1,323 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $83,703 | 1,319 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $83,223 | 1,316 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $67,592 | 1,314 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $62,311 | 1,515 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $68,967 | 1,498 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $69,959 | 1,492 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $67,257 | 1,487 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $61,713 | 1,481 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $43,046 | 936 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $66,055 | 1,237 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $74,400 | 1,232 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $106,533 | 1,518 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $81,787 | 1,156 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $75,078 | 1,032 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $64,188 | 1,041 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||