Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$305,252
+$29,553 QoQ
Shares Held
2,181
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,001
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Jacobsen Capital Management holds $3,213,788 across 4 Banks - Diversified names. C ranks #4 (9.5% 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 | $305,252 | 2,181 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $275,699 | 2,431 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $271,420 | 2,326 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $210,206 | 2,071 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||