Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$415,261
+$79,001 QoQ
Shares Held
2,967
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,817
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Coyle Financial Counsel LLC holds $2,360,839 across 3 Banks - Diversified names. C ranks #3 (17.6% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,261 | 2,967 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $336,260 | 2,965 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $392,661 | 3,365 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $222,488 | 2,192 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||