Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$645,355
+$163,590 QoQ
Shares Held
4,611
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,579
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $8,989,137 across 5 Banks - Diversified names. C ranks #4 (7.2% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,355 | 4,611 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $481,765 | 4,248 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $417,166 | 3,575 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $336,675 | 3,317 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $240,549 | 2,826 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||