Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,332,279
-$790,593 QoQ
Shares Held
9,519
-54.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,216
of 2,621 holders
Holding Since
Sep 2025
2 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, 2026Northstar Advisory Group, LLC holds $8,406,669 across 3 Banks - Diversified names. C ranks #3 (15.8% of the industry book) .
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,279 | 9,519 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $2,122,872 | 20,915 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||