Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$626,740
+$328,812 QoQ
Shares Held
4,478
+70.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,596
of 2,621 holders
Holding Since
Jun 2021
4 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, 2026Cypress Point Wealth Management, LLC holds $2,076,871 across 3 Banks - Diversified names. C ranks #2 (30.2% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,740 | 4,478 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $297,928 | 2,627 | Shares | Sole | 2026-04-13 | |
| 2021-09-30 | $66,109 | 942 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $65,443 | 925 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||