Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$351,019
New position
Shares Held
2,508
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,913
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $2,563,405 across 5 Banks - Diversified names. C ranks #4 (13.7% of the industry book) .
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,019 | 2,508 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||