Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,095,326
+$201,996 QoQ
Shares Held
7,826
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,291
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, 2026Goldstone Financial Group, LLC holds $9,930,229 across 3 Banks - Diversified names. C ranks #3 (11.0% of the industry book) .
All Filings in C
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095,326 | 7,826 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $893,330 | 7,877 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,139,011 | 9,761 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $947,604 | 9,336 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $847,454 | 9,956 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $631,314 | 8,893 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $574,452 | 8,161 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $398,323 | 6,363 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $328,278 | 5,173 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $356,041 | 5,630 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $280,605 | 5,455 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $215,850 | 5,248 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $263,947 | 5,733 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $213,443 | 4,552 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||