Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$655,992
+$232,293 QoQ
Shares Held
4,687
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,570
of 2,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pasadena Private Wealth, LLC holds $5,355,507 across 3 Banks - Diversified names. C ranks #3 (12.2% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,992 | 4,687 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $423,699 | 3,736 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $424,984 | 3,642 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $344,288 | 3,392 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||