Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,900,965
+$530,761 QoQ
Shares Held
27,872
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#826
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,262,427 across 18 Banks - Diversified names. C ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
27,872 | $3,900,965 | |
| 2 | RY |
Royal Bank Of Canada
|
10,436 | $2,159,938 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,461 | $1,787,549 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,552 | $1,000,112 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,990 | $164,453 | |
| 6 | UBS |
UBS Group AG
|
2,909 | $144,170 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
213 | $20,254 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,292 | $17,829 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,900,965 | 27,872 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,370,204 | 29,717 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,445,038 | 29,523 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,170,352 | 31,235 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,329,639 | 39,117 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,629,966 | 37,047 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,773,577 | 39,403 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,404,653 | 38,413 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,333,424 | 36,770 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,356,069 | 37,256 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,807,241 | 35,133 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,424,455 | 34,633 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,456,567 | 31,637 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,464,140 | 31,225 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,359,839 | 30,065 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,152,508 | 27,658 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,407,661 | 30,608 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,577,169 | 29,535 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $452,139 | 7,487 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $428,729 | 6,109 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $384,597 | 5,436 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $391,467 | 5,381 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $330,250 | 5,356 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $221,240 | 5,132 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $48,034 | 940 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,550 | 203 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||