Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$283,838
+$33,769 QoQ
Shares Held
2,028
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,063
of 2,621 holders
Holding Since
Dec 2024
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, 2026AssuredPartners Investment Advisors, LLC holds $22,985,396 across 5 Banks - Diversified names. C ranks #5 (1.2% 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 | $283,838 | 2,028 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $250,069 | 2,205 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $228,128 | 1,955 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $527,854 | 7,499 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||