Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$238,071
-$19,613 QoQ
Shares Held
1,701
-60.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,176
of 2,621 holders
Holding Since
Dec 2021
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, 2026Montis Financial, LLC holds $3,113,370 across 3 Banks - Diversified names. C ranks #3 (7.6% 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 | $238,071 | 1,701 | Shares | Sole | 2026-08-06 | |
| 2021-12-31 | $257,684 | 4,267 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||