Position in C
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,378,648
+$652,336 QoQ
Shares Held
31,285
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#782
of 2,621 holders
Holding Since
Mar 2020
5 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, 2026Annex Advisory Services, LLC holds $64,421,408 across 5 Banks - Diversified names. C ranks #3 (6.8% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,378,648 | 31,285 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,726,312 | 32,857 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,788,574 | 32,467 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $269,660 | 3,168 | Shares | Sole | 2025-07-11 | |
| 2020-03-31 | $1,412,283 | 33,530 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||