Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,799
-$3,798 QoQ
Shares Held
20
-69.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,586
of 2,617 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $9,650,237 across 12 Banks - Diversified names. C ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,433 | $9,306,973 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,614 | $319,885 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
77 | $6,363 | |
| 4 | SAN |
Banco Santander, S.A.
|
235 | $3,243 | |
| 5 | C |
Citigroup Inc
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|
20 | $2,799 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
106 | $2,499 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
22 | $2,091 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
69 | $1,729 |
All Filings in C
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,799 | 20 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $6,597 | 65 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $22,812 | 268 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,614 | 65 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,575 | 65 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,069 | 65 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,124 | 65 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,110 | 65 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,343 | 65 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,167 | 77 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $83,654 | 1,817 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $85,199 | 1,817 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $82,182 | 1,817 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||