Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$565,298
+$104,627 QoQ
Shares Held
4,039
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,657
of 2,621 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $2,820,333 across 5 Banks - Diversified names. C ranks #2 (20.0% of the industry book) .
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,298 | 4,039 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $460,671 | 4,062 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $127,892 | 1,096 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $111,244 | 1,096 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $64,095 | 753 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $73,971 | 1,042 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $73,346 | 1,042 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $62,787 | 1,003 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $57,494 | 906 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $57,295 | 906 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $44,598 | 867 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $25,377 | 617 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $39,916 | 867 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $28,978 | 618 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $39,259 | 868 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $58,879 | 1,413 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $64,983 | 1,413 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $43,627 | 817 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $49,338 | 817 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||