Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$321,208
+$60,933 QoQ
Shares Held
2,295
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,965
of 2,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $7,736,839 across 5 Banks - Diversified names. C ranks #3 (4.2% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,208 | 2,295 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $260,275 | 2,295 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $267,686 | 2,294 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $232,841 | 2,294 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||