Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$736,049
+$138,379 QoQ
Shares Held
5,259
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,505
of 2,621 holders
Holding Since
Mar 2022
18 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, 2026Coastwise Capital Group, LLC holds $3,980,277 across 4 Banks - Diversified names. C ranks #3 (18.5% of the industry book) .
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,049 | 5,259 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $597,670 | 5,270 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $933,870 | 8,003 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $890,358 | 8,772 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $743,267 | 8,732 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $620,168 | 8,736 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $851,719 | 12,100 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $766,599 | 12,246 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $785,825 | 12,383 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,086,147 | 17,175 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $854,521 | 16,612 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $696,577 | 16,936 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $650,315 | 14,125 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $804,257 | 17,152 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $757,602 | 16,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $654,635 | 15,710 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $703,509 | 15,297 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $429,709 | 8,047 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||