Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$320,648
+$83,508 QoQ
Shares Held
2,291
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,966
of 2,621 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $38,512,295 across 3 Banks - Diversified names. C ranks #3 (0.8% 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 | $320,648 | 2,291 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $237,140 | 2,091 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $241,664 | 2,071 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $1,248,455 | 14,667 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,036,029 | 42,767 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||