Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$650,953
+$109,421 QoQ
Shares Held
4,651
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,573
of 2,621 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $8,751,947 across 4 Banks - Diversified names. C ranks #3 (7.4% of the industry book) .
All Filings in C
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,953 | 4,651 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $541,532 | 4,775 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $557,894 | 4,781 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $408,740 | 4,027 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $330,776 | 3,886 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $267,845 | 3,773 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $259,457 | 3,686 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $280,322 | 4,478 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,223,128 | 19,274 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,219,709 | 19,287 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,474,013 | 28,655 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,233,817 | 29,998 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,489,163 | 32,345 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,573,628 | 33,560 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,284,939 | 28,409 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,431,197 | 34,346 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,620,733 | 35,241 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,843,635 | 34,525 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,357,746 | 39,042 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,509,005 | 35,751 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,441,299 | 34,506 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $976,447 | 15,836 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||