Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,777,800
+$1,119,130 QoQ
Shares Held
26,992
+15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#835
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, 2026BankPlus Trust Department holds $10,826,745 across 4 Banks - Diversified names. C ranks #2 (34.9% 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 | $3,777,800 | 26,992 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,658,670 | 23,443 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,071,214 | 9,180 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $759,423 | 7,482 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $576,773 | 6,776 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $63,536 | 895 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $62,999 | 895 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||