Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$450,811
+$99,808 QoQ
Shares Held
3,221
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,778
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Berman McAleer LLC holds $3,185,988 across 3 Banks - Diversified names. C ranks #3 (14.1% of the industry book) .
All Filings in C
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,811 | 3,221 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $351,003 | 3,095 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $336,183 | 2,881 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $297,395 | 2,930 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||