Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$769,080
+$148,501 QoQ
Shares Held
5,495
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,485
of 2,621 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $14,443,547 across 3 Banks - Diversified names. C ranks #2 (5.3% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,080 | 5,495 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $620,579 | 5,472 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $609,121 | 5,220 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $526,886 | 5,191 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $439,304 | 5,161 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $363,965 | 5,127 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $313,165 | 4,449 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $279,070 | 4,458 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $282,904 | 4,458 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $281,923 | 4,458 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $229,319 | 4,458 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||