Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,032,401
-$1,359,840 QoQ
Shares Held
35,956
-36.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#747
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, 2026Clearstead Advisors, LLC holds $124,214,322 across 19 Banks - Diversified names. C ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,732 | $86,327,395 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,302 | $11,185,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
121,810 | $10,066,378 | |
| 4 | C |
Citigroup Inc
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|
35,956 | $5,032,401 | |
| 5 | RY |
Royal Bank Of Canada
|
16,986 | $3,515,592 | |
| 6 | UBS |
UBS Group AG
|
30,424 | $1,507,813 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,021 | $1,449,136 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
9,765 | $928,553 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,032,401 | 35,956 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,392,241 | 56,364 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,610,855 | 30,944 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,863,619 | 28,213 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,024,899 | 47,285 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,321,977 | 46,795 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,130,172 | 44,469 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,717,153 | 43,405 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,614,615 | 41,201 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,740,933 | 27,529 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,329,569 | 25,847 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $353,183 | 8,587 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $430,151 | 9,343 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $391,906 | 8,358 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $361,071 | 7,983 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $334,360 | 8,024 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $326,896 | 7,108 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $443,967 | 8,314 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $569,115 | 9,424 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $732,468 | 10,437 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $627,481 | 8,869 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $650,021 | 8,935 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $577,137 | 9,360 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $437,006 | 10,137 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $464,243 | 9,085 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $356,250 | 8,458 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||