Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,207,574
+$229,073 QoQ
Shares Held
8,628
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,252
of 2,621 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Powell Investment Advisors, LLC holds $4,900,980 across 4 Banks - Diversified names. C ranks #2 (24.6% of the industry book) .
All Filings in C
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,574 | 8,628 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $978,501 | 8,628 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,006,801 | 8,628 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $875,742 | 8,628 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $734,415 | 8,628 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $607,324 | 8,628 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $540,112 | 8,628 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $537,442 | 8,469 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $507,121 | 8,019 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $414,812 | 8,064 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $372,720 | 9,062 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $416,615 | 9,049 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $443,063 | 9,449 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $424,981 | 9,396 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $391,114 | 9,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $274,882 | 5,977 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||