Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$870,691
+$187,963 QoQ
Shares Held
6,221
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,422
of 2,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BIRCH FINANCIAL GROUP, LLC holds $5,277,801 across 4 Banks - Diversified names. C ranks #3 (16.5% 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 | $870,691 | 6,221 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $682,728 | 6,020 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $696,639 | 5,970 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $605,346 | 5,964 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $397,936 | 4,675 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $329,961 | 4,648 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $324,920 | 4,616 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||