Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,255,440
+$257,206 QoQ
Shares Held
8,970
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,236
of 2,621 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $8,473,794 across 5 Banks - Diversified names. C ranks #3 (14.8% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,440 | 8,970 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $998,234 | 8,802 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,376,941 | 11,800 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,180,140 | 11,627 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $975,814 | 11,464 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $859,901 | 12,113 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $744,937 | 10,583 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $688,412 | 10,997 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $643,800 | 10,145 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $587,373 | 9,288 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||