Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$289,717
+$21,049 QoQ
Shares Held
2,070
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,042
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $1,746,850 across 3 Banks - Diversified names. C ranks #3 (16.6% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,717 | 2,070 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $268,668 | 2,369 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $240,731 | 2,063 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $258,926 | 2,551 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $215,949 | 2,537 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||