Position in CAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$94,885
+$11,848 QoQ
Shares Held
1,750
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#40
of 61 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BIRCHBROOK, INC. holds $531,884 across 6 Banks - Regional names. CAC ranks #3 (17.8% of the industry book) .
All Filings in CAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,885 | 1,750 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $83,037 | 1,750 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $32,535 | 750 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $28,942 | 750 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $30,435 | 750 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $30,352 | 750 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $32,055 | 750 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $30,990 | 750 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $24,750 | 750 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $25,140 | 750 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $28,222 | 750 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||