Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$342,482
+$70,752 QoQ
Shares Held
2,447
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,931
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026D.B. Root & Company, LLC holds $1,809,620 across 3 Banks - Diversified names. C ranks #2 (18.9% of the industry book) .
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,482 | 2,447 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $271,730 | 2,396 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $372,357 | 3,191 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $315,056 | 3,104 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $258,849 | 3,041 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $202,676 | 2,855 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||