Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,942,504
+$757,284 QoQ
Shares Held
13,879
+36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,070
of 2,621 holders
Holding Since
Jun 2021
5 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $19,790,862 across 6 Banks - Diversified names. C ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,541 | $7,705,675 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
22,055 | $3,897,118 | |
| 3 | BAC |
Bank Of America Corp /De/
|
57,576 | $3,280,680 | |
| 4 | C |
Citigroup Inc
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|
13,879 | $1,942,504 | |
| 5 | UBS |
UBS Group AG
|
33,990 | $1,684,544 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,493 | $1,280,341 |
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,504 | 13,879 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $1,185,220 | 10,157 | Shares | Sole | 2026-01-22 | |
| 2022-03-31 | $573,783 | 10,745 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $477,504 | 6,804 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $465,252 | 6,576 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||