Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,632,087
+$476,844 QoQ
Shares Held
18,806
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#952
of 2,617 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $41,805,710 across 19 Banks - Diversified names. C ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,069 | $20,644,375 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
102,000 | $8,429,280 | |
| 3 | BAC |
Bank Of America Corp /De/
|
79,134 | $4,509,055 | |
| 4 | C |
Citigroup Inc
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|
18,806 | $2,632,087 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
13,329 | $2,355,234 | |
| 6 | RY |
Royal Bank Of Canada
|
3,314 | $685,898 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,276 | $618,352 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,762 | $432,630 |
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,632,087 | 18,806 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,155,243 | 19,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $857,438 | 7,348 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $645,946 | 6,364 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $443,134 | 5,206 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $415,433 | 5,852 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $398,688 | 5,664 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $350,059 | 5,592 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $385,773 | 6,079 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $343,329 | 5,429 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $237,138 | 4,610 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $157,322 | 3,825 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $176,839 | 3,841 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $250,720 | 5,347 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,328 | 5,623 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $234,102 | 5,618 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $258,371 | 5,618 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $287,758 | 4,765 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $903,006 | 12,867 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,199,283 | 16,951 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,165,455 | 16,020 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||