Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,220,185
+$497,491 QoQ
Shares Held
15,863
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,024
of 2,621 holders
Holding Since
Dec 2022
8 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, 20263Chopt Investment Partners, LLC holds $14,867,355 across 5 Banks - Diversified names. C ranks #4 (14.9% of the industry book) .
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,220,185 | 15,863 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $1,722,694 | 14,763 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,542,800 | 15,200 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,339,278 | 15,734 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $982,075 | 13,834 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $844,961 | 12,004 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $405,572 | 6,391 | Shares | Sole | 2024-08-22 | |
| 2022-12-31 | $89,374 | 1,976 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||