Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,569,568
+$1,073,883 QoQ
Shares Held
39,794
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#724
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026S&CO INC holds $13,931,101 across 4 Banks - Diversified names. C ranks #1 (40.0% of the industry book) .
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,569,568 | 39,794 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,495,685 | 39,641 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,625,708 | 39,641 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,023,561 | 39,641 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,374,241 | 39,641 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,814,114 | 39,641 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,790,329 | 39,641 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,481,526 | 39,641 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,542,271 | 40,061 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,533,457 | 40,061 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,112,177 | 41,061 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,171,733 | 101,428 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,669,745 | 101,428 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,349,258 | 71,428 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,230,688 | 71,428 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,125,375 | 75,003 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,449,387 | 75,003 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,005,160 | 75,003 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,529,431 | 75,003 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,263,710 | 75,003 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,306,462 | 75,003 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,456,468 | 75,003 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,624,684 | 75,003 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,276,489 | 76,003 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $3,883,753 | 76,003 | Shares | Sole | 2020-12-16 | |
| 2020-03-31 | $3,201,246 | 76,003 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||