Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,069,714
+$262,235 QoQ
Shares Held
7,643
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,302
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, 2026CATALYST FINANCIAL PARTNERS LLC holds $13,026,463 across 5 Banks - Diversified names. C ranks #4 (8.2% 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 | $1,069,714 | 7,643 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $807,479 | 7,120 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $703,990 | 6,033 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $608,289 | 5,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $479,395 | 5,632 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $374,117 | 5,270 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $373,489 | 5,306 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $294,032 | 4,697 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $278,716 | 4,392 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $280,975 | 4,443 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $214,916 | 4,178 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||