Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,694
-$16,789 QoQ
Shares Held
1,634
-52.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,207
of 2,621 holders
Holding Since
Dec 2020
8 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, 2026Safeguard Investment Advisory Group, LLC holds $4,425,677 across 5 Banks - Diversified names. C ranks #5 (5.2% of the industry book) .
All Filings in C
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,694 | 1,634 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $245,483 | 3,458 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $201,747 | 3,922 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $201,425 | 4,375 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $245,000 | 5,225 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $284,270 | 6,285 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $244,561 | 5,869 | Shares | Sole | 2022-10-26 | |
| 2020-12-31 | $22,690 | 368 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||