Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$387,269
+$62,350 QoQ
Shares Held
2,767
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,849
of 2,621 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Jun 30, 2025CallValue
$170,240
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JAG CAPITAL MANAGEMENT, LLC holds $1,040,445 across 3 Banks - Diversified names. C ranks #2 (37.2% of the industry book) .
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,269 | 2,767 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $324,919 | 2,865 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $334,083 | 2,863 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $225,533 | 2,222 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $180,454 | 2,120 | Shares | Sole | 2025-07-28 | |
| 2025-06-30 | $170,240 | 2,000 | Call | Sole | 2025-07-28 | |
| 2025-03-31 | $141,980 | 2,000 | Call | Sole | 2025-04-24 | |
| 2025-03-31 | $113,229 | 1,595 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $316,755 | 4,500 | Call | Sole | 2025-02-06 | |
| 2024-12-31 | $112,060 | 1,592 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $87,014 | 1,390 | Shares | Sole | 2024-11-04 | |
| 2024-09-30 | $187,800 | 3,000 | Call | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||