Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,344,190
+$200,515 QoQ
Shares Held
16,749
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#1,001
of 2,617 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, 2026Bluebird Wealth Management LLC holds $7,257,006 across 4 Banks - Diversified names. C ranks #2 (32.3% 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 | $2,344,190 | 16,749 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,143,675 | 18,902 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,657,964 | 22,778 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||