Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$385,169
+$69,890 QoQ
Shares Held
2,752
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,856
of 2,621 holders
Holding Since
Sep 2022
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, 2026EdgeRock Capital LLC holds $2,757,318 across 4 Banks - Diversified names. C ranks #3 (14.0% 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 | $385,169 | 2,752 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $315,279 | 2,780 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $301,176 | 2,581 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $245,021 | 2,414 | Shares | Sole | 2025-10-28 | |
| 2022-09-30 | $14,834 | 356 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||