Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$445,632
+$20,685 QoQ
Shares Held
3,184
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,786
of 2,621 holders
Holding Since
Mar 2020
14 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, 2026Winthrop Advisory Group LLC holds $8,740,670 across 3 Banks - Diversified names. C ranks #3 (5.1% of the industry book) .
All Filings in C
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,632 | 3,184 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $424,947 | 3,747 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $436,770 | 3,743 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $379,508 | 3,739 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $317,923 | 3,735 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $270,045 | 3,804 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $267,552 | 3,801 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $246,894 | 3,944 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $231,311 | 3,645 | Shares | Sole | 2024-07-18 | |
| 2022-03-31 | $204,415 | 3,828 | Shares | Sole | 2022-04-13 | |
| 2021-09-30 | $229,207 | 3,266 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $216,212 | 3,056 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $221,596 | 3,046 | Shares | Sole | 2021-04-23 | |
| 2020-03-31 | $276,433 | 6,563 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||