Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$329,045
-$109,964 QoQ
Shares Held
2,351
-39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,949
of 2,621 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026waypoint wealth counsel holds $1,125,316 across 3 Banks - Diversified names. C ranks #2 (29.2% of the industry book) .
All Filings in C
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,045 | 2,351 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $439,009 | 3,871 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $542,958 | 4,653 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $434,216 | 4,278 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $315,284 | 3,704 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $236,822 | 3,336 | Shares | Other | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||