Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$857,534
+$206,561 QoQ
Shares Held
6,127
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,434
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Greykasell Wealth Strategies, Inc. holds $4,763,729 across 6 Banks - Diversified names. C ranks #2 (18.0% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,534 | 6,127 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $650,973 | 5,740 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $669,567 | 5,738 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $582,204 | 5,736 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $488,333 | 5,737 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $407,127 | 5,735 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $403,616 | 5,734 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||