Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$240,030
+$92,754 QoQ
Shares Held
1,715
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,171
of 2,621 holders
Holding Since
Sep 2025
2 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, 2026Francis Financial, Inc. holds $2,096,976 across 3 Banks - Diversified names. C ranks #3 (11.4% 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 | $240,030 | 1,715 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $147,276 | 1,451 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||