Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$551,301
+$172,791 QoQ
Shares Held
20,525
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 552 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PZENA INVESTMENT MANAGEMENT LLC holds $3,101,943,631 across 9 Banks - Diversified names. BCS ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
22,604,129 | $1,120,260,632 | |
| 2 | C |
Citigroup Inc
|
5,548,789 | $776,608,508 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,827,468 | $729,501,955 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,310,363 | $359,564,483 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
334,094 | $109,358,989 | |
| 6 | ING |
Ing Groep NV
|
94,897 | $2,977,867 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
23,555 | $2,239,844 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
37,322 | $880,052 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,301 | 20,525 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $378,510 | 17,888 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,143,850 | 44,945 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,244,396 | 60,203 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,200,988 | 64,604 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $910,786 | 59,296 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,145,943 | 86,226 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,036,419 | 85,302 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,045,210 | 97,592 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $956,604 | 101,228 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $802,073 | 101,786 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $792,912 | 101,786 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $816,253 | 103,849 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $746,674 | 103,849 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $753,386 | 96,588 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $360,352 | 56,305 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $420,439 | 55,321 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $437,035 | 55,321 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $572,572 | 55,321 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||