Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$20,829,267
+$3,953,859 QoQ
Shares Held
148,823
+0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#409
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, 2026SIERRA SUMMIT ADVISORS LLC holds $30,546,395 across 4 Banks - Diversified names. C ranks #1 (68.2% 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 | $20,829,267 | 148,823 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,875,408 | 148,800 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,899,179 | 179,100 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,974,330 | 177,087 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,134,336 | 177,800 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,783,062 | 165,982 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,792,718 | 167,534 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,316 | 3,791 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $258,916 | 4,080 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $332,642 | 5,260 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $203,702 | 3,960 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||