Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$315,749
+$47,535 QoQ
Shares Held
2,256
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,979
of 2,621 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $2,020,047 across 5 Banks - Diversified names. C ranks #4 (15.6% of the industry book) .
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,749 | 2,256 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $268,214 | 2,365 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $291,141 | 2,495 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $545,562 | 5,375 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $549,109 | 6,451 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $518,865 | 7,309 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $522,364 | 7,421 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $412,032 | 6,582 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $431,464 | 6,799 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $318,918 | 5,043 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $309,154 | 6,010 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $225,310 | 5,478 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $259,803 | 5,643 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $264,599 | 5,643 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $200,323 | 4,429 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||