Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$23,653
+$6,415 QoQ
Shares Held
169
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,497
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $1,022,394 across 5 Banks - Diversified names. C ranks #3 (2.3% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,653 | 169 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,238 | 152 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,453 | 141 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,774 | 116 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $18,471 | 217 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||