Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$387,409
+$39,468 QoQ
Shares Held
2,768
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,848
of 2,621 holders
Holding Since
Dec 2020
21 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, 2026Navis Wealth Advisors, LLC holds $3,286,650 across 4 Banks - Diversified names. C ranks #3 (11.8% of the industry book) .
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,409 | 2,768 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $347,941 | 3,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $451,356 | 3,868 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $416,150 | 4,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $348,992 | 4,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $291,059 | 4,100 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $288,599 | 4,100 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $257,348 | 4,111 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $260,884 | 4,111 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $260,675 | 4,122 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $210,904 | 4,100 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $368,977 | 7,869 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,141,740 | 25,243 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,275,477 | 30,609 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,407,707 | 30,609 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,634,520 | 30,609 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,848,477 | 30,609 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,148,139 | 30,609 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,165,586 | 30,609 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,226,804 | 30,609 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,887,350 | 30,609 | Shares | Sole | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||