Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$773,698
+$260,858 QoQ
Shares Held
5,528
+22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,476
of 2,617 holders
Holding Since
Jun 2025
5 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, 2026Root Financial Partners, LLC holds $5,469,272 across 5 Banks - Diversified names. C ranks #3 (14.1% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,698 | 5,528 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $512,840 | 4,522 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $584,733 | 5,011 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $450,660 | 4,440 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $360,142 | 4,231 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||