Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$286,078
+$54,268 QoQ
Shares Held
2,044
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,059
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026Castle Rock Wealth Management, LLC holds $8,595,779 across 4 Banks - Diversified names. C ranks #4 (3.3% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,078 | 2,044 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $231,810 | 2,044 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $236,764 | 2,029 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||