Position in CAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,678
+$33,173 QoQ
Shares Held
4,900
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 189 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DAVIS R M INC holds $2,344,125 across 4 Banks - Regional names. CAC ranks #3 (11.3% of the industry book) .
All Filings in CAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,678 | 4,900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $232,505 | 4,900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $212,562 | 4,900 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $1,416,242 | 34,900 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,412,403 | 34,900 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,058,761 | 94,964 | Shares | Sole | 2025-02-07 | |
| 2022-12-31 | $235,548 | 5,650 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $240,690 | 5,650 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $248,882 | 5,650 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $230,496 | 4,900 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $235,984 | 4,900 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $234,710 | 4,900 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $234,024 | 4,900 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $234,514 | 4,900 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||