Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,134
+$43,276 QoQ
Shares Held
1,630
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,209
of 2,621 holders
Holding Since
Jun 2022
11 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, 2026WFA of San Diego, LLC holds $1,903,439 across 4 Banks - Diversified names. C ranks #3 (12.0% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,134 | 1,630 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $184,858 | 1,630 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $190,204 | 1,630 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $165,445 | 1,630 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $139,596 | 1,640 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $3,130 | 50 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,173 | 50 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $5,429 | 132 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,473 | 32 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $74,765 | 1,653 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,471 | 32 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||