Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$353,678
+$67,318 QoQ
Shares Held
2,527
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,907
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026CENTRAL VALLEY ADVISORS, LLC holds $7,145,189 across 4 Banks - Diversified names. C ranks #3 (4.9% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,678 | 2,527 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $286,360 | 2,525 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $241,198 | 2,067 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $201,985 | 1,990 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||