Position in C
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$245,419
-$57,274 QoQ
Shares Held
2,164
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Wilkinson Global Asset Management LLC holds $118,627,519 across 4 Banks - Diversified names. C ranks #4 (0.2% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,419 | 2,164 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $302,693 | 2,594 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $206,451 | 2,034 | Shares | Sole | 2025-11-04 | |
| 2021-09-30 | $264,227 | 3,765 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $286,183 | 4,045 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $296,820 | 4,080 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||