Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$322,187
+$53,292 QoQ
Shares Held
2,302
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,960
of 2,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Segment Wealth Management, LLC holds $20,679,048 across 4 Banks - Diversified names. C ranks #4 (1.6% of the industry book) .
All Filings in C
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,187 | 2,302 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $268,895 | 2,371 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $255,434 | 2,189 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $222,183 | 2,189 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||