Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$242,830
+$31,548 QoQ
Shares Held
1,735
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,159
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Note Advisors, LLC holds $505,675 across 2 Banks - Diversified names. C ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
803 | $262,845 | |
| 2 | C |
Citigroup Inc
This page
|
1,735 | $242,830 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,830 | 1,735 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $211,282 | 1,863 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,393 | 1,863 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $207,466 | 2,044 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||