Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,303,615
+$430,827 QoQ
Shares Held
23,604
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#881
of 2,621 holders
Holding Since
Jun 2024
9 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, 2026Finivi Inc. holds $8,364,744 across 3 Banks - Diversified names. C ranks #2 (39.5% of the industry book) .
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,303,615 | 23,604 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,872,788 | 25,331 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,777,222 | 23,800 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,475,991 | 24,394 | Shares | Sole | 2025-12-19 | |
| 2025-06-30 | $2,335,522 | 27,438 | Shares | Sole | 2025-12-19 | |
| 2025-03-31 | $1,904,448 | 26,827 | Shares | Sole | 2025-12-19 | |
| 2024-12-31 | $1,789,384 | 25,421 | Shares | Sole | 2025-12-19 | |
| 2024-09-30 | $1,459,268 | 23,311 | Shares | Sole | 2025-12-19 | |
| 2024-06-30 | $1,443,334 | 22,744 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||