Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$974,121
+$184,788 QoQ
Shares Held
6,960
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,360
of 2,621 holders
Holding Since
Jun 2024
5 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, 2026SWS Partners holds $9,172,073 across 3 Banks - Diversified names. C ranks #3 (10.6% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,121 | 6,960 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $789,333 | 6,960 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $812,162 | 6,960 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $716,285 | 7,057 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $44,866 | 707 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||