Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$596,369
+$110,521 QoQ
Shares Held
4,261
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,622
of 2,621 holders
Holding Since
Dec 2023
11 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, 2026O'ROURKE & COMPANY, Inc holds $8,547,097 across 4 Banks - Diversified names. C ranks #2 (7.0% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,369 | 4,261 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $485,848 | 4,284 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $511,218 | 4,381 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $456,851 | 4,501 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $382,699 | 4,496 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $318,745 | 4,490 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $315,699 | 4,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $280,322 | 4,478 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $286,458 | 4,514 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $285,085 | 4,508 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $216,613 | 4,211 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||