Position in BCS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$163,980
+$34,799 QoQ
Shares Held
6,105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#382
of 552 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $3,778,084 across 7 Banks - Diversified names. BCS ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,799 | $2,880,176 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,925 | $241,722 | |
| 4 | BCS |
Barclays PLC
This page
|
6,105 | $163,980 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
233 | $22,155 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 7 | TD |
Toronto Dominion Bank
|
2 | $242 |
All Filings in BCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,980 | 6,105 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $129,181 | 6,105 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $179,117 | 7,038 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $145,475 | 7,038 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $130,130 | 7,000 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||