Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$70,539
+$13,948 QoQ
Shares Held
504
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,389
of 2,617 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $793,431 across 17 Banks - Diversified names. C ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
3,907 | $322,874 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
660 | $216,037 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,104 | $119,885 | |
| 4 | C |
Citigroup Inc
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|
504 | $70,539 | |
| 5 | RY |
Royal Bank Of Canada
|
91 | $18,834 | |
| 6 | ING |
Ing Groep NV
|
594 | $18,639 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
40 | $3,803 | |
| 8 | TD |
Toronto Dominion Bank
|
29 | $3,521 |
All Filings in C
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,539 | 504 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $56,591 | 499 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $62,779 | 538 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,031 | 621 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $58,732 | 690 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,983 | 690 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,105 | 655 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $80,879 | 1,292 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $73,357 | 1,156 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||