Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$298,254
+$61,228 QoQ
Shares Held
2,131
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,021
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Montz Harcus Wealth Management LLC holds $6,088,953 across 4 Banks - Diversified names. C ranks #3 (4.9% of the industry book) .
All Filings in C
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,254 | 2,131 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $237,026 | 2,090 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $239,214 | 2,050 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $204,827 | 2,018 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||