Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,271,578
+$1,351,158 QoQ
Shares Held
30,520
+18.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#792
of 2,617 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $70,384,095 across 7 Banks - Diversified names. C ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,033 | $34,053,121 | |
| 2 | BAC |
Bank Of America Corp /De/
|
477,043 | $27,181,909 | |
| 3 | C |
Citigroup Inc
This page
|
30,520 | $4,271,578 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
47,121 | $3,894,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,901 | $419,513 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,608 | $325,790 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,504 | $238,105 |
All Filings in C
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,271,578 | 30,520 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,920,420 | 25,751 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,780,022 | 23,824 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,896,302 | 28,535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,354,589 | 27,662 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,982,963 | 27,933 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,908,202 | 27,109 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,160,138 | 34,507 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,177,566 | 34,314 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,531,244 | 40,026 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,879,566 | 36,539 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,500,340 | 36,478 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,417,399 | 95,947 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $926,030 | 19,749 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $810,295 | 17,915 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||