Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$544,724
+$124,881 QoQ
Shares Held
3,892
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,676
of 2,621 holders
Holding Since
Dec 2023
10 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, 2026Balboa Wealth Partners holds $4,868,475 across 4 Banks - Diversified names. C ranks #2 (11.2% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,724 | 3,892 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $419,843 | 3,702 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $550,893 | 4,721 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $384,786 | 3,791 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $336,649 | 3,955 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $201,469 | 2,838 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $255,234 | 3,626 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $317,236 | 4,999 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $650,613 | 10,288 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $482,250 | 9,375 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||