Position in C
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$466,626
+$88,518 QoQ
Shares Held
3,334
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,757
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, 2026Yoffe Investment Management, LLC holds $4,083,734 across 4 Banks - Diversified names. C ranks #3 (11.4% 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 | $466,626 | 3,334 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $378,108 | 3,334 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $389,044 | 3,334 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $338,401 | 3,334 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $283,790 | 3,334 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $236,680 | 3,334 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $234,680 | 3,334 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||