Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,267,477
+$1,186,389 QoQ
Shares Held
9,056
+1166.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,230
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $4,051,629 across 12 Banks - Diversified names. C ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,144 | $1,774,585 | |
| 2 | C |
Citigroup Inc
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|
9,056 | $1,267,477 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
2,034 | $665,789 | |
| 4 | BNS |
Bank Of Nova Scotia
|
1,040 | $90,313 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
500 | $88,350 | |
| 6 | TD |
Toronto Dominion Bank
|
500 | $60,715 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
415 | $47,725 | |
| 8 | RY |
Royal Bank Of Canada
|
200 | $41,394 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,477 | 9,056 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $81,088 | 715 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $83,433 | 715 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $73,181 | 721 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $59,839 | 703 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $49,834 | 702 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $49,343 | 701 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $43,882 | 701 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $44,422 | 700 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $44,204 | 699 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $35,905 | 698 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $36,276 | 882 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,031 | 131 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,095 | 130 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,879 | 130 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,375 | 129 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,886 | 128 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $6,781 | 127 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,669 | 127 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,842 | 126 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $8,843 | 125 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $9,093 | 125 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,083 | 50 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,155 | 50 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,679 | 72 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $2,106 | 50 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||