Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$521,071
+$105,197 QoQ
Shares Held
3,723
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,694
of 2,621 holders
Holding Since
Sep 2025
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, 2026Sovereign Financial Group, Inc. holds $5,750,981 across 4 Banks - Diversified names. C ranks #3 (9.1% 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 | $521,071 | 3,723 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $415,874 | 3,667 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $394,645 | 3,382 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $253,750 | 2,500 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||