PERSONAL CFO SOLUTIONS, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1677501
CHESTER, NJ
Position in CHTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$423,928
-$250,481 QoQ
Shares Held
2,981
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#436
of 783 holders
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,667,629 across 8 Telecom Services names. CHTR ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
68,080 | $2,882,507 | |
| 2 | T |
At&T Inc.
|
85,277 | $1,765,233 | |
| 3 | CMCSA |
Comcast Corp
|
45,265 | $1,111,255 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
4,118 | $690,712 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
2,981 | $423,928 | |
| 6 | VIV |
Telefonica Brasil S.A.
|
22,384 | $294,573 | |
| 7 | SKM |
Sk Telecom Co Ltd
|
8,378 | $269,436 | |
| 8 | VEON |
VEON Ltd.
|
4,405 | $229,985 |
All Filings in CHTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,928 | 2,981 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $674,409 | 3,124 | Shares | Sole | 2026-04-30 | |
| 2020-03-31 | $265,276 | 608 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||