Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$86,635
+$73,140 QoQ
Shares Held
619
+420.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,372
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $2,965,866 across 7 Banks - Diversified names. C ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,420 | $1,446,798 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,326 | $1,101,195 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,056 | $252,547 | |
| 4 | C |
Citigroup Inc
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|
619 | $86,635 | |
| 5 | UBS |
UBS Group AG
|
700 | $34,692 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
275 | $26,149 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
300 | $17,850 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,635 | 619 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,495 | 119 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $13,886 | 119 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,078 | 119 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,129 | 119 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,447 | 119 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,376 | 119 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||