Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,939,985
+$395,455 QoQ
Shares Held
13,861
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,071
of 2,621 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sterling Investment Counsel, LLC holds $7,123,814 across 3 Banks - Diversified names. C ranks #2 (27.2% of the industry book) .
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939,985 | 13,861 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,544,530 | 13,619 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,569,363 | 13,449 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $975,719 | 9,613 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $281,917 | 3,312 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $249,316 | 3,512 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $220,531 | 3,133 | Shares | Sole | 2025-01-22 | |
| 2024-03-31 | $219,442 | 3,470 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||