Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,345,449
+$439,254 QoQ
Shares Held
16,758
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#1,000
of 2,621 holders
Holding Since
Dec 2024
6 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, 2026CHAPMAN FINANCIAL GROUP, LLC holds $9,328,553 across 3 Banks - Diversified names. C ranks #3 (25.1% of the industry book) .
All Filings in C
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,345,449 | 16,758 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,906,195 | 16,808 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,009,985 | 17,225 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,751,382 | 17,255 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,474,278 | 17,320 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,350,643 | 19,188 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||