Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,573,767
+$1,259,197 QoQ
Shares Held
39,824
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#723
of 2,621 holders
Holding Since
Mar 2024
10 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, 2026Schear Investment Advisers, LLC holds $11,534,546 across 3 Banks - Diversified names. C ranks #1 (48.3% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,573,767 | 39,824 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,314,570 | 38,044 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,449,739 | 38,133 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,828,783 | 37,722 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,185,020 | 37,418 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,587,301 | 36,446 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,365,596 | 33,607 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,954,246 | 31,218 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,699,141 | 26,775 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,279,534 | 20,233 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||