Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,180,002
+$218,513 QoQ
Shares Held
8,431
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,263
of 2,621 holders
Holding Since
Jun 2024
9 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, 2026Beacon Financial Advisory LLC holds $5,962,594 across 4 Banks - Diversified names. C ranks #2 (19.8% of the industry book) .
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,180,002 | 8,431 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $961,489 | 8,478 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $957,324 | 8,204 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $851,585 | 8,390 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,848,976 | 21,722 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,510,667 | 21,280 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,503,882 | 21,365 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,317,417 | 21,045 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,330,375 | 20,964 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||