Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$985,178
+$245,518 QoQ
Shares Held
7,039
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#1,353
of 2,621 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $2,503,969 across 4 Banks - Diversified names. C ranks #1 (39.3% of the industry book) .
All Filings in C
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,178 | 7,039 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $739,660 | 6,522 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $725,811 | 6,220 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $651,427 | 6,418 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $530,042 | 6,227 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $519,788 | 7,322 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $614,011 | 8,723 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $539,674 | 8,621 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $521,323 | 8,215 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $494,410 | 7,818 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $396,653 | 7,711 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $279,889 | 6,805 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $299,260 | 6,500 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $271,962 | 5,800 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $239,719 | 5,300 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $208,350 | 5,000 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $220,752 | 4,800 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $240,300 | 4,500 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $175,131 | 2,900 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $203,522 | 2,900 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $212,250 | 3,000 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||