Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$968,383
+$194,927 QoQ
Shares Held
6,919
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,363
of 2,621 holders
Holding Since
Mar 2020
24 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, 2026Elmwood Wealth Management, Inc. holds $4,642,404 across 3 Banks - Diversified names. C ranks #2 (20.9% of the industry book) .
All Filings in C
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,383 | 6,919 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $773,456 | 6,820 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $798,743 | 6,845 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $686,140 | 6,760 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $544,768 | 6,400 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $454,336 | 6,400 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $457,535 | 6,500 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $406,900 | 6,500 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $417,249 | 6,575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $436,356 | 6,900 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $236,109 | 4,590 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $334,345 | 8,129 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $379,599 | 8,245 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $392,469 | 8,370 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $364,101 | 8,050 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $331,276 | 7,950 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $310,892 | 6,760 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $366,324 | 6,860 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $115,344 | 1,910 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $44,926 | 635 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $46,196 | 635 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $48,929 | 1,135 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,998 | 1,135 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $705,762 | 16,756 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||