Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$516,872
+$100,658 QoQ
Shares Held
3,693
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,700
of 2,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $14,428,295 across 6 Banks - Diversified names. C ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,569 | $9,351,490 | |
| 2 | BAC |
Bank Of America Corp /De/
|
38,743 | $2,207,576 | |
| 3 | RY |
Royal Bank Of Canada
|
4,461 | $923,293 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,943 | $714,807 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,643 | $714,257 | |
| 6 | C |
Citigroup Inc
This page
|
3,693 | $516,872 |
All Filings in C
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,872 | 3,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $416,214 | 3,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $425,451 | 3,646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $369,967 | 3,645 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $309,666 | 3,638 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $333,014 | 4,691 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,964 | 3,679 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $224,921 | 3,593 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,896 | 3,733 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $277,497 | 4,388 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $204,782 | 3,981 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||