Position in FSBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$229,865
New position
Shares Held
4,721
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#114
of 166 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Occidental Asset Management, LLC holds $1,260,736 across 4 Banks - Regional names. FSBC ranks #3 (18.2% of the industry book) .
All Filings in FSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,865 | 4,721 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||