Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$469,985
+$103,558 QoQ
Shares Held
3,358
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,750
of 2,621 holders
Holding Since
Mar 2024
9 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, 2026New Covenant Trust Company, N.A. holds $3,352,069 across 4 Banks - Diversified names. C ranks #3 (14.0% of the industry book) .
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,985 | 3,358 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $366,427 | 3,231 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $320,430 | 2,746 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $287,245 | 2,830 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $276,299 | 3,246 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $233,415 | 3,288 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $237,918 | 3,380 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $198,122 | 3,122 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $207,300 | 3,278 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||