Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$286,218
+$55,429 QoQ
Shares Held
2,045
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,057
of 2,621 holders
Holding Since
Mar 2024
10 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, 2026AVAII WEALTH MANAGEMENT, LLC holds $2,060,019 across 2 Banks - Diversified names. C ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,419 | $1,773,801 | |
| 2 | C |
Citigroup Inc
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|
2,045 | $286,218 |
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,218 | 2,045 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $230,789 | 2,035 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $601,303 | 5,153 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $539,878 | 5,319 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $422,876 | 4,968 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $336,563 | 4,741 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $296,482 | 4,212 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $271,684 | 4,340 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $284,935 | 4,490 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $235,063 | 3,717 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||