Position in BCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,089,356
+$1,158,041 QoQ
Shares Held
115,017
+26.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 554 holders
Holding Since
Mar 2020
26 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, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $582,611,600 across 18 Banks - Diversified names. BCS ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,170,524 | $383,147,620 | |
| 2 | C |
Citigroup Inc
|
637,555 | $89,232,197 | |
| 3 | BAC |
Bank Of America Corp /De/
|
728,081 | $41,486,055 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
231,363 | $19,119,838 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
91,513 | $13,233,694 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
74,546 | $7,088,579 | |
| 7 | RY |
Royal Bank Of Canada
|
28,086 | $5,812,959 | |
| 8 | TD |
Toronto Dominion Bank
|
43,566 | $5,290,219 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,089,356 | 115,017 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,931,315 | 91,272 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,113,469 | 83,044 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,423,687 | 68,877 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $657,398 | 35,363 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $338,979 | 22,069 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $243,778 | 18,343 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $229,841 | 18,917 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $180,463 | 16,850 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $218,077 | 23,077 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $150,768 | 19,133 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $148,360 | 19,045 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $148,161 | 18,850 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $170,510 | 23,715 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $191,084 | 24,498 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $121,184 | 18,935 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $174,275 | 22,931 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $185,831 | 23,523 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $197,840 | 19,115 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $183,933 | 17,823 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $187,846 | 19,466 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $223,914 | 21,888 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $194,700 | 24,368 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $162,479 | 32,431 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $171,814 | 30,356 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $104,185 | 22,999 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||