Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$359,417
+$92,337 QoQ
Shares Held
2,568
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,897
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026COFG Advisors, LLC holds $3,512,106 across 3 Banks - Diversified names. C ranks #3 (10.2% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,417 | 2,568 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $267,080 | 2,355 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $257,534 | 2,207 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||