Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,355,946
+$597,865 QoQ
Shares Held
16,833
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#997
of 2,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $34,611,135 across 5 Banks - Diversified names. C ranks #3 (6.8% 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 | $2,355,946 | 16,833 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,758,081 | 15,502 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,601,803 | 13,727 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,092,749 | 10,766 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $998,712 | 11,733 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $721,329 | 10,161 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $727,621 | 10,337 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $584,120 | 9,331 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $671,470 | 10,581 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $634,803 | 10,038 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $517,383 | 10,058 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||