Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$258,926
New position
Shares Held
1,850
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,121
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Morton Capital Management LLC/CA holds $4,146,196 across 3 Banks - Diversified names. C ranks #3 (6.2% of the industry book) .
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,926 | 1,850 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||