Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$571,736
+$85,888 QoQ
Shares Held
4,085
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,641
of 2,617 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SEVEN MILE ADVISORY holds $5,881,781 across 12 Banks - Diversified names. C ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,420 | $1,774,128 | |
| 2 | C |
Citigroup Inc
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|
4,085 | $571,736 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,604 | $545,754 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,194 | $493,897 | |
| 5 | SAN |
Banco Santander, S.A.
|
35,297 | $487,098 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,828 | $396,649 | |
| 7 | UBS |
UBS Group AG
|
6,980 | $345,928 | |
| 8 | BAC |
Bank Of America Corp /De/
|
5,536 | $315,441 |
All Filings in C
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,736 | 4,085 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $485,848 | 4,284 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $608,538 | 5,215 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $555,712 | 5,475 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $329,244 | 3,868 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $281,617 | 3,967 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $270,367 | 3,841 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $252,778 | 4,038 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $254,411 | 4,009 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $240,185 | 3,798 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $428,340 | 8,327 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $273,843 | 6,658 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $333,743 | 7,249 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||