Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$269,143
New position
Shares Held
1,923
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,102
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Canopy Partners, LLC holds $10,376,456 across 12 Banks - Diversified names. C ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,168 | $4,637,611 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,466 | $1,906,892 | |
| 3 | RY |
Royal Bank Of Canada
|
2,885 | $597,108 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,036 | $498,815 | |
| 5 | ING |
Ing Groep NV
|
15,497 | $486,295 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,837 | $459,950 | |
| 7 | BCS |
Barclays PLC
|
13,901 | $373,380 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,626 | $344,881 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,143 | 1,923 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||