Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,269
+$6,690 QoQ
Shares Held
252
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,460
of 2,617 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $421,380 across 7 Banks - Diversified names. C ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
702 | $229,785 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
839 | $69,334 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
340 | $49,167 | |
| 4 | C |
Citigroup Inc
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|
252 | $35,269 | |
| 5 | BAC |
Bank Of America Corp /De/
|
428 | $24,387 | |
| 6 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
50 | $4,754 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,269 | 252 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,579 | 252 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $29,405 | 252 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $26,999 | 266 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,876 | 304 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,580 | 304 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $21,398 | 304 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,030 | 304 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $19,291 | 304 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $17,770 | 281 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $14,454 | 281 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,557 | 281 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $12,937 | 281 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $13,176 | 281 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $13,161 | 291 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||