Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$164,871
+$31,275 QoQ
Shares Held
1,178
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,315
of 2,621 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $7,141,079 across 5 Banks - Diversified names. C ranks #2 (2.3% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,871 | 1,178 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $133,596 | 1,178 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $9,725 | 137 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,459 | 177 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,080 | 177 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,538 | 40 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $41 | 1 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $46 | 1 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $46 | 1 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $3,127 | 68 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||