Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$997,354
+$279,923 QoQ
Shares Held
7,126
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,345
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Davis Investment Partners, LLC holds $9,633,536 across 5 Banks - Diversified names. C ranks #4 (10.4% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,354 | 7,126 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $717,431 | 6,326 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,048,226 | 8,983 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $923,650 | 9,100 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $848,050 | 9,963 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $718,560 | 10,122 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $198,992 | 2,827 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||