Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$248,289
+$65,473 QoQ
Shares Held
1,774
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,143
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $2,640,592 across 5 Banks - Diversified names. C ranks #2 (9.4% of the industry book) .
All Filings in C
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,289 | 1,774 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $182,816 | 1,612 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $111,438 | 955 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||