Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$303,153
+$57,621 QoQ
Shares Held
2,166
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,010
of 2,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crown Wealth Group, LLC holds $4,151,380 across 4 Banks - Diversified names. C ranks #4 (7.3% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,153 | 2,166 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $245,532 | 2,165 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $260,218 | 2,230 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||