Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$756,063
+$458,776 QoQ
Shares Held
5,402
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,493
of 2,621 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 3%
None 97%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Palumbo Wealth Management LLC holds $13,550,595 across 3 Banks - Diversified names. C ranks #3 (5.6% 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 | $756,063 | 5,402 | Shares | Defined | 2026-08-12 | |
| 2024-09-30 | $297,287 | 4,749 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||