Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$35,689
+$6,883 QoQ
Shares Held
255
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,462
of 2,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,552,955 across 7 Banks - Diversified names. C ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,618 | $2,820,929 | |
| 2 | BNS |
Bank Of Nova Scotia
|
4,692 | $407,453 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
934 | $135,065 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,170 | $96,688 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
254 | $44,881 | |
| 6 | C |
Citigroup Inc
This page
|
255 | $35,689 | |
| 7 | BAC |
Bank Of America Corp /De/
|
215 | $12,250 |
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,689 | 255 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $28,806 | 254 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $29,522 | 253 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,679 | 253 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $21,365 | 251 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,818 | 251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,597 | 250 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||