Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$238,491
+$18,930 QoQ
Shares Held
1,704
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,175
of 2,621 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 56%
Shared 22%
None 22%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $17,640,840 across 4 Banks - Diversified names. C ranks #4 (1.4% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,491 | 1,704 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $219,561 | 1,936 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $4,939,554 | 69,581 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $4,054,674 | 57,603 | Shares | Other | 2025-04-11 | |
| 2024-09-30 | $3,769,020 | 60,208 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||