Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$522,330
+$101,126 QoQ
Shares Held
3,732
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,692
of 2,621 holders
Holding Since
Dec 2020
19 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, 2026Allied Investment Advisors, LLC holds $60,249,764 across 5 Banks - Diversified names. C ranks #4 (0.9% of the industry book) .
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,330 | 3,732 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $421,204 | 3,714 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $432,453 | 3,706 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $374,433 | 3,689 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $310,858 | 3,652 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $252,156 | 3,552 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $251,081 | 3,567 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $224,421 | 3,585 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $227,504 | 3,585 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $226,715 | 3,585 | Shares | Sole | 2024-04-11 | |
| 2023-06-30 | $245,623 | 5,335 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $205,143 | 4,375 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $211,324 | 4,595 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $245,373 | 4,595 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $277,492 | 4,595 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $322,477 | 4,595 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $325,096 | 4,595 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $361,567 | 4,970 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $283,327 | 4,595 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||