Position in BCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$739,993
+$167,615 QoQ
Shares Held
27,550
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#222
of 552 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pekin Hardy Strauss, Inc. holds $22,172,380 across 8 Banks - Diversified names. BCS ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
319,874 | $6,362,293 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
11,136 | $3,645,146 | |
| 3 | SAN |
Banco Santander, S.A.
|
256,219 | $3,535,822 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
126,375 | $2,979,922 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,926 | $2,560,393 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
10,776 | $1,558,317 | |
| 7 | C |
Citigroup Inc
|
5,648 | $790,494 | |
| 8 | BCS |
Barclays PLC
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|
27,550 | $739,993 |
All Filings in BCS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,993 | 27,550 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $572,378 | 27,050 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $736,777 | 28,950 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $515,716 | 24,950 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $435,935 | 23,450 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $168,960 | 11,000 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $267,750 | 25,000 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||