Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$835,001
+$219,525 QoQ
Shares Held
5,966
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,443
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Patten Group, Inc. holds $12,717,720 across 3 Banks - Diversified names. C ranks #3 (6.6% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,001 | 5,966 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $615,476 | 5,427 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $627,092 | 5,374 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $506,282 | 4,988 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $403,128 | 4,736 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $307,670 | 4,334 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $209,832 | 2,981 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||