Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$223,516
-$64,658 QoQ
Shares Held
1,597
-37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,218
of 2,621 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $8,892,631 across 3 Banks - Diversified names. C ranks #3 (2.5% 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 | $223,516 | 1,597 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $288,174 | 2,541 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $341,785 | 2,929 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $341,243 | 3,362 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $568,431 | 6,678 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $719,412 | 10,134 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $771,263 | 10,957 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $701,370 | 11,204 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||