Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$469,005
+$26,706 QoQ
Shares Held
3,351
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,752
of 2,621 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $3,674,537 across 4 Banks - Diversified names. C ranks #4 (12.8% of the industry book) .
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,005 | 3,351 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $442,299 | 3,900 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $469,209 | 4,021 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $366,009 | 3,606 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $306,942 | 3,606 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $228,587 | 3,220 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $210,958 | 2,997 | Shares | Other | 2025-01-14 | |
| 2023-09-30 | $425,325 | 10,341 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $1,233,918 | 26,801 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $1,189,599 | 25,370 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $958,061 | 21,182 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $875,736 | 21,016 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $901,127 | 19,594 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $829,461 | 15,533 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $976,444 | 16,169 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||