Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,427,965
+$8,639,818 QoQ
Shares Held
338,868
-0.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#279
of 2,621 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $137,768,223 across 4 Banks - Diversified names. C ranks #1 (34.4% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,427,965 | 338,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,788,147 | 342,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,121,139 | 395,245 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $36,916,260 | 363,707 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,870,834 | 433,163 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||