Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$277,540
+$78,166 QoQ
Shares Held
1,983
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,079
of 2,617 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $2,948,766 across 9 Banks - Diversified names. C ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
20,842 | $1,187,577 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
3,359 | $1,099,501 | |
| 3 | C |
Citigroup Inc
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|
1,983 | $277,540 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,335 | $192,964 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
929 | $134,342 | |
| 6 | RY |
Royal Bank Of Canada
|
226 | $46,775 | |
| 7 | SAN |
Banco Santander, S.A.
|
341 | $4,705 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
32 | $3,042 |
All Filings in C
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,540 | 1,983 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $199,374 | 1,758 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $169,200 | 1,450 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||