Position in C
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$757,183
+$92,147 QoQ
Shares Held
5,410
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#1,492
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, 2026Balanced Rock Investment Advisors LLC holds $2,599,250 across 3 Banks - Diversified names. C ranks #2 (29.1% 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 | $757,183 | 5,410 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $665,036 | 5,864 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $701,890 | 6,015 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $652,239 | 6,426 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $575,921 | 6,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $487,630 | 6,869 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $499,909 | 7,102 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $506,371 | 8,089 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $531,287 | 8,372 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $539,184 | 8,526 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $577,928 | 11,235 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||