Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$275,581
+$63,845 QoQ
Shares Held
1,969
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,085
of 2,621 holders
Holding Since
Mar 2026
2 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, 2026Ullmann Wealth Partners Group, LLC holds $8,952,711 across 4 Banks - Diversified names. C ranks #4 (3.1% of the industry book) .
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,581 | 1,969 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $211,736 | 1,867 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||