Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,933,435
-$156,129 QoQ
Shares Held
28,104
-22.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#821
of 2,617 holders
Holding Since
Mar 2022
16 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, 2026Focus Partners Advisor Solutions, LLC holds $54,467,269 across 18 Banks - Diversified names. C ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,252 | $27,578,207 | |
| 2 | BAC |
Bank Of America Corp /De/
|
139,558 | $7,952,014 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
69,083 | $5,709,019 | |
| 4 | C |
Citigroup Inc
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|
28,104 | $3,933,435 | |
| 5 | RY |
Royal Bank Of Canada
|
12,609 | $2,609,684 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,799 | $1,127,813 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
36,837 | $923,135 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,294 | $790,657 |
All Filings in C
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,933,435 | 28,104 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $4,089,564 | 36,060 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,910,515 | 33,512 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,887,145 | 38,297 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,306,411 | 27,096 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,113,585 | 29,773 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,303,130 | 18,513 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $1,016,624 | 16,240 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,074,060 | 16,925 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,188,279 | 18,790 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $609,872 | 11,856 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $494,547 | 12,024 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $224,030 | 4,866 | Shares | Other | 2023-08-14 | |
| 2022-09-30 | $622,424 | 14,937 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $213,255 | 4,637 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $259,897 | 4,867 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||