Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$415,401
+$78,801 QoQ
Shares Held
2,968
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,813
of 2,617 holders
Holding Since
Sep 2023
12 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, 2026Operose Advisors LLC holds $3,406,586 across 6 Banks - Diversified names. C ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,291 | $1,404,573 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,516 | $1,169,001 | |
| 3 | C |
Citigroup Inc
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|
2,968 | $415,401 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
1,606 | $283,780 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,389 | $114,786 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
760 | $19,045 |
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,401 | 2,968 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $336,600 | 2,968 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $189,037 | 1,620 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $164,430 | 1,620 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $136,192 | 1,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $113,584 | 1,600 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $112,624 | 1,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $174,028 | 2,780 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $134,852 | 2,125 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $134,890 | 2,133 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,006 | 525 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $69,921 | 1,700 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||