Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$617,923
+$100,774 QoQ
Shares Held
4,415
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,604
of 2,621 holders
Holding Since
Dec 2022
15 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, 2026BOS Asset Management, LLC holds $5,869,824 across 3 Banks - Diversified names. C ranks #2 (10.5% of the industry book) .
All Filings in C
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,923 | 4,415 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $517,149 | 4,560 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $536,890 | 4,601 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $478,268 | 4,712 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $413,512 | 4,858 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $345,934 | 4,873 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $347,445 | 4,936 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $312,499 | 4,992 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $311,842 | 4,914 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $328,531 | 5,195 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $416,561 | 8,098 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $376,298 | 9,149 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $454,875 | 9,880 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $453,660 | 9,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $433,574 | 9,586 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||