Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$320,648
+$60,826 QoQ
Shares Held
2,291
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,967
of 2,621 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Carl P. Sherr & Co., LLC holds $5,373,614 across 3 Banks - Diversified names. C ranks #3 (6.0% of the industry book) .
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,648 | 2,291 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $259,822 | 2,291 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $267,336 | 2,291 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $234,566 | 2,311 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $239,733 | 3,377 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $250,025 | 3,552 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||