Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$292,096
-$408,220 QoQ
Shares Held
2,087
-78.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,035
of 2,621 holders
Holding Since
Mar 2023
8 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, 2026Legacy Advisors, LLC holds $9,729,156 across 4 Banks - Diversified names. C ranks #4 (3.0% of the industry book) .
All Filings in C
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,096 | 2,087 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $700,316 | 9,865 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $663,003 | 9,419 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $248,083 | 3,963 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $246,669 | 3,887 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $222,162 | 3,513 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $321,082 | 6,974 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $336,576 | 7,178 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||