Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,895,758
-$67,822 QoQ
Shares Held
13,545
-21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,077
of 2,621 holders
Holding Since
Jun 2020
17 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, 2026Buckley Wealth Management, LLC holds $24,042,442 across 4 Banks - Diversified names. C ranks #3 (7.9% of the industry book) .
All Filings in C
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895,758 | 13,545 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,963,580 | 17,314 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,150,480 | 18,429 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,140,026 | 21,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,862,170 | 21,877 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,562,986 | 22,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,559,279 | 22,152 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,381,394 | 22,067 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $219,063 | 3,452 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $218,304 | 3,452 | Shares | Sole | 2024-04-16 | |
| 2023-06-30 | $345,990 | 7,515 | Shares | Sole | 2023-07-12 | |
| 2022-06-30 | $355,916 | 7,739 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $316,608 | 5,929 | Shares | Sole | 2022-05-06 | |
| 2021-03-31 | $342,507 | 4,708 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $290,295 | 4,708 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $202,961 | 4,708 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $217,430 | 4,255 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||