Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$321,768
+$61,379 QoQ
Shares Held
2,299
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,964
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Quantum Financial Advisors, LLC holds $5,527,684 across 6 Banks - Diversified names. C ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,511 | $3,113,235 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,950 | $737,891 | |
| 3 | RY |
Royal Bank Of Canada
|
3,156 | $653,197 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,983 | $411,795 | |
| 5 | C |
Citigroup Inc
This page
|
2,299 | $321,768 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,004 | $289,798 |
All Filings in C
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,768 | 2,299 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $260,389 | 2,296 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $274,921 | 2,356 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $238,626 | 2,351 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||