Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$531,568
-$124,962 QoQ
Shares Held
3,798
-34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,687
of 2,621 holders
Holding Since
Jun 2025
4 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, 2026Copley Financial Group, Inc. holds $1,854,359 across 4 Banks - Diversified names. C ranks #2 (28.7% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,568 | 3,798 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $656,530 | 5,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $694,188 | 5,949 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $213,395 | 2,507 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||