Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$303,293
New position
Shares Held
2,167
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,009
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fermata Advisors, LLC holds $3,009,826 across 4 Banks - Diversified names. C ranks #4 (10.1% of the industry book) .
All Filings in C
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,293 | 2,167 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||