Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,291,131
+$190,261 QoQ
Shares Held
9,225
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,222
of 2,617 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $12,136,721 across 8 Banks - Diversified names. C ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,246 | $6,299,793 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,107 | $2,855,096 | |
| 3 | C |
Citigroup Inc
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|
9,225 | $1,291,131 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,602 | $710,869 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,141 | $298,677 | |
| 6 | TD |
Toronto Dominion Bank
|
1,933 | $234,724 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,437 | $227,481 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,866 | $218,950 |
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,131 | 9,225 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,100,870 | 9,707 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,131,309 | 9,695 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $945,980 | 9,320 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $865,670 | 10,170 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $703,652 | 9,912 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $719,667 | 10,224 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $627,126 | 10,018 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $440,095 | 6,935 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $431,676 | 6,826 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $413,834 | 8,045 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $324,515 | 7,890 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $454,921 | 9,881 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $452,582 | 9,652 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $429,323 | 9,492 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $440,451 | 10,570 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $440,446 | 9,577 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $501,586 | 9,393 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $549,186 | 9,094 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $586,564 | 8,358 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $554,397 | 7,836 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $568,177 | 7,810 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $488,840 | 7,928 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||