Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$311,830
+$58,586 QoQ
Shares Held
2,228
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,983
of 2,617 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, 2026Wealth Architects, LLC holds $7,375,350 across 5 Banks - Diversified names. C ranks #5 (4.2% 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 | $311,830 | 2,228 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $253,244 | 2,233 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $260,452 | 2,232 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $229,085 | 2,257 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||