Position in BCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$259,601
+$28,217 QoQ
Shares Held
9,665
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#341
of 554 holders
Holding Since
Mar 2021
14 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, 2026WEDBUSH SECURITIES INC holds $70,131,364 across 16 Banks - Diversified names. BCS ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
89,166 | $29,186,706 | |
| 2 | BAC |
Bank Of America Corp /De/
|
243,184 | $13,856,624 | |
| 3 | C |
Citigroup Inc
|
98,948 | $13,848,762 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
51,280 | $4,237,779 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,774 | $2,545,939 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,075 | $2,179,995 | |
| 7 | RY |
Royal Bank Of Canada
|
7,610 | $1,575,041 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,033 | $535,931 |
All Filings in BCS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,601 | 9,665 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $231,384 | 10,935 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $275,725 | 10,834 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $124,321 | 11,608 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $133,679 | 14,146 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $81,254 | 11,301 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $87,796 | 11,256 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $85,203 | 13,313 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $98,853 | 13,007 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $112,503 | 14,241 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $138,058 | 13,339 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $156,482 | 15,163 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $142,974 | 14,816 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $119,251 | 11,657 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||