Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,116,181
-$691,914 QoQ
Shares Held
7,975
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#1,282
of 2,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BIRCHBROOK, INC. holds $3,881,424 across 3 Banks - Diversified names. C ranks #2 (28.8% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,181 | 7,975 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,808,095 | 15,943 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,938,687 | 16,614 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,762,446 | 17,364 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,540,927 | 18,103 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,282,718 | 18,069 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $1,336,423 | 18,986 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $1,225,520 | 19,577 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $1,708,152 | 26,917 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $1,831,936 | 28,968 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $1,695,667 | 32,964 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||