Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,414,324
+$1,878,325 QoQ
Shares Held
24,395
-34.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#872
of 2,621 holders
Holding Since
Jun 2021
11 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, 2026Smith Salley Wealth Management holds $66,664,739 across 5 Banks - Diversified names. C ranks #3 (5.1% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,414,324 | 24,395 | Shares | Sole | 2026-07-23 | |
| 2023-09-30 | $1,535,999 | 37,345 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,759,188 | 38,210 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $1,281,597 | 27,332 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $953,493 | 21,081 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,115,921 | 26,780 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,241,499 | 26,995 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $1,298,901 | 24,324 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,388,365 | 22,990 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $1,651,404 | 23,531 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,598,737 | 22,597 | Shares | Other | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||