Position in C
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$492,239
+$93,377 QoQ
Shares Held
3,517
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,726
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, 2026NEVILLE RODIE & SHAW INC holds $60,713,931 across 5 Banks - Diversified names. C ranks #5 (0.8% 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 | $492,239 | 3,517 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $398,862 | 3,517 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $410,398 | 3,517 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $363,471 | 3,581 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $261,829 | 3,076 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $275,157 | 3,876 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $274,239 | 3,896 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||