Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,376,900
+$1,289,860 QoQ
Shares Held
66,997
-6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#588
of 2,621 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $25,666,995 across 3 Banks - Diversified names. C ranks #2 (36.5% of the industry book) .
All Filings in C
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,376,900 | 66,997 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,087,040 | 71,308 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,356,754 | 71,615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,615,951 | 75,034 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,837,689 | 80,330 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,646,615 | 79,541 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,538,355 | 78,681 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,924,929 | 78,673 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,945,310 | 77,928 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,967,628 | 78,552 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,023,276 | 78,213 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,301,875 | 80,279 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,752,720 | 81,510 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,831,897 | 81,721 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,761,643 | 83,167 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,570,452 | 85,684 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,029,045 | 87,607 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,617,871 | 86,477 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $5,082,241 | 84,157 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,858,064 | 83,472 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,892,060 | 83,280 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,985,288 | 82,272 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||