Position in BCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,861,064
+$1,469,962 QoQ
Shares Held
255,438
+0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#90
of 552 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EAGLE GLOBAL ADVISORS LLC holds $92,049,109 across 8 Banks - Diversified names. BCS ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
170,365 | $55,765,575 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
320,000 | $7,545,600 | |
| 3 | ING |
Ing Groep NV
|
237,470 | $7,451,808 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
352,839 | $7,017,967 | |
| 5 | BCS |
Barclays PLC
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|
255,438 | $6,861,064 | |
| 6 | SAN |
Banco Santander, S.A.
|
368,450 | $5,084,610 | |
| 7 | C |
Citigroup Inc
|
11,950 | $1,672,522 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
7,865 | $649,963 |
All Filings in BCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,861,064 | 255,438 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,391,102 | 254,778 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,455,468 | 253,653 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,049,238 | 147,520 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||