Position in C
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$471,385
+$263,392 QoQ
Shares Held
3,368
+83.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,746
of 2,621 holders
Holding Since
Dec 2021
5 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, 2026Amplius Wealth Advisors, LLC holds $3,021,585 across 3 Banks - Diversified names. C ranks #3 (15.6% 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 | $471,385 | 3,368 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $207,993 | 1,834 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $211,909 | 1,816 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $293,664 | 3,450 | Shares | Sole | 2025-08-04 | |
| 2021-12-31 | $180,505 | 2,989 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||