Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$26,592
+$7,993 QoQ
Shares Held
190
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,479
of 2,617 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $8,481,347 across 10 Banks - Diversified names. C ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,352 | $3,715,850 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
22,008 | $3,182,576 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,711 | $802,517 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,735 | $668,660 | |
| 5 | TD |
Toronto Dominion Bank
|
250 | $30,357 | |
| 6 | C |
Citigroup Inc
This page
|
190 | $26,592 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
200 | $19,018 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146 | $16,790 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,592 | 190 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,599 | 164 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $18,437 | 158 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,123 | 149 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,576 | 183 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $34,643 | 488 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $25,058 | 356 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,285 | 356 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $46,262 | 729 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $45,469 | 719 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $34,567 | 672 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $151,276 | 3,678 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $170,440 | 3,702 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $172,320 | 3,675 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $170,743 | 3,775 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $157,595 | 3,782 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $177,429 | 3,858 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $29,797 | 558 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $33,697 | 558 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $37,686 | 537 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $53,274 | 753 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $42,922 | 590 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $37,119 | 602 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,574 | 802 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $51,202 | 1,002 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $62,084 | 1,474 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||