Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$696,301
+$130,045 QoQ
Shares Held
4,975
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,540
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Palacios Wealth Management, LLC holds $4,593,845 across 3 Banks - Diversified names. C ranks #3 (15.2% 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 | $696,301 | 4,975 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $566,256 | 4,993 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $519,270 | 4,450 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $572,460 | 5,640 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $483,056 | 5,675 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $402,868 | 5,675 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $409,669 | 5,820 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||