Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$351,019
+$66,587 QoQ
Shares Held
2,508
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,912
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026Kapstone Financial Advisors LLC holds $4,255,406 across 4 Banks - Diversified names. C ranks #3 (8.2% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,019 | 2,508 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $284,432 | 2,508 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $292,308 | 2,505 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||