Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,858,108
+$448,422 QoQ
Shares Held
13,276
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,095
of 2,621 holders
Holding Since
Jun 2023
13 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, 2026SageView Advisory Group, LLC holds $19,932,530 across 5 Banks - Diversified names. C ranks #3 (9.3% of the industry book) .
All Filings in C
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,108 | 13,276 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,409,686 | 12,430 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,422,101 | 12,187 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,156,186 | 11,391 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $866,096 | 10,175 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $679,445 | 9,571 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $673,280 | 9,565 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $555,700 | 8,877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $877,461 | 13,827 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $601,728 | 9,515 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $738,729 | 14,361 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $392,956 | 9,554 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $512,333 | 11,128 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||