Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,189,268
+$610,212 QoQ
Shares Held
22,787
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#891
of 2,621 holders
Holding Since
Jun 2024
9 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, 2026Fifth Third Wealth Advisors LLC holds $78,685,161 across 7 Banks - Diversified names. C ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
145,144 | $47,509,985 | |
| 2 | BAC |
Bank Of America Corp /De/
|
303,779 | $17,309,327 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
84,141 | $6,953,412 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
22,271 | $3,220,609 | |
| 5 | C |
Citigroup Inc
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|
22,787 | $3,189,268 | |
| 6 | ING |
Ing Groep NV
|
8,034 | $252,106 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,592 | $250,454 |
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,189,268 | 22,787 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,579,056 | 22,741 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,274,288 | 19,490 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,026,244 | 19,963 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,761,898 | 20,699 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,481,703 | 20,872 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,425,890 | 20,257 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,276,727 | 20,395 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,304,674 | 20,559 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||