Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,858,151
+$679,560 QoQ
Shares Held
34,711
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
#757
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, 2026Processus Wealth & Capital Management, LLC holds $15,561,195 across 3 Banks - Diversified names. C ranks #2 (31.2% 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 | $4,858,151 | 34,711 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,178,591 | 36,845 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,287,073 | 36,739 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,585,690 | 35,327 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,055,382 | 35,895 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,545,630 | 35,859 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,490,046 | 35,375 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,236,197 | 35,722 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,408,560 | 37,954 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,398,566 | 37,928 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,609,403 | 31,287 | Shares | Sole | 2024-03-05 | |
| No filing history on record for this holder in this stock. | ||||||