Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,609,260
+$336,573 QoQ
Shares Held
11,498
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,138
of 2,621 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $36,626,112 across 5 Banks - Diversified names. C ranks #3 (4.4% of the industry book) .
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,260 | 11,498 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,272,687 | 11,222 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,283,356 | 10,998 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,113,658 | 10,972 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $844,475 | 9,921 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $756,185 | 10,652 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $956,177 | 13,584 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $787,633 | 12,582 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $641,453 | 10,108 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $548,101 | 8,667 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $242,436 | 4,713 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $193,722 | 4,710 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||