Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$411,202
+$29,578 QoQ
Shares Held
2,938
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,824
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026PFG Advisors holds $20,024,847 across 4 Banks - Diversified names. C ranks #4 (2.1% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,202 | 2,938 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $381,624 | 3,365 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $233,846 | 2,004 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $346,419 | 3,413 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||