Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,315,149
+$1,472,266 QoQ
Shares Held
52,266
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.75%
of 13F equity value
Holder Rank
#654
of 2,617 holders
Holding Since
Sep 2024
6 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, 2026American Trust Investment Advisors, LLC holds $12,252,064 across 4 Banks - Diversified names. C ranks #1 (59.7% of the industry book) .
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,315,149 | 52,266 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,842,883 | 51,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,826,915 | 49,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,738,527 | 46,685 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $791,887 | 11,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $557,453 | 8,905 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||