Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,758,737
+$315,595 QoQ
Shares Held
12,566
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,110
of 2,621 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $9,111,055 across 5 Banks - Diversified names. C ranks #3 (19.3% of the industry book) .
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,737 | 12,566 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,443,142 | 12,725 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,546,142 | 13,250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,470,227 | 14,485 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,370,432 | 16,100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,164,236 | 16,400 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,170,937 | 16,635 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,082,228 | 17,288 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,124,066 | 17,713 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,126,494 | 17,813 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $942,020 | 18,313 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $786,940 | 19,133 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $894,695 | 19,433 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $927,624 | 19,783 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,058,517 | 23,403 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $826,399 | 19,832 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $884,479 | 19,232 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $989,608 | 18,532 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,119,147 | 18,532 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||