Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,682,319
+$285,562 QoQ
Shares Held
12,020
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,124
of 2,621 holders
Holding Since
Mar 2023
14 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, 2026Concord Asset Management, LLC/VA holds $13,468,817 across 4 Banks - Diversified names. C ranks #2 (12.5% of the industry book) .
All Filings in C
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682,319 | 12,020 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,396,757 | 12,316 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,435,987 | 12,306 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,254,032 | 12,355 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,067,830 | 12,545 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $868,136 | 12,229 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $822,577 | 11,686 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $593,135 | 9,475 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $564,730 | 8,899 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $550,251 | 8,701 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $392,538 | 7,631 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $934,679 | 22,725 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $784,199 | 17,033 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $621,808 | 13,261 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||