GREENLEAF TRUST

Position in BCS — Barclays PLC

CIK 1162170 KALAMAZOO, MI

Position in BCS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$349,393

+$88,787 QoQ

Shares Held

13,008

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#301

of 552 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

GREENLEAF TRUST holds $63,628,943 across 16 Banks - Diversified names. BCS ranks #13 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	90,431	$29,600,778
2	BAC	Bank Of America Corp /De/	153,609	$8,752,640
3	WFC	Wells Fargo & Company/Mn	72,569	$5,997,101
4	BNY	Bank of New York Mellon Corp	28,754	$4,158,115
5	SMFG	Sumitomo Mitsui Financial Group, Inc.	131,754	$3,106,758
6	C	Citigroup Inc	20,205	$2,827,891
7	MUFG	Mitsubishi Ufj Financial Group Inc	96,029	$1,910,016
8	HSBC	Hsbc Holdings PLC	17,284	$1,643,534

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,393	13,008	+5.6%	Shares	Sole	2026-07-21
2026-03-31	$260,606	12,316	-2.0%	Shares	Sole	2026-04-27
2025-12-31	$319,779	12,565	+2.7%	Shares	Defined	2026-01-21
2025-09-30	$253,000	12,240	0.0%	Shares	Defined	2025-10-22
2025-06-30	$227,541	12,240	-15.7%	Shares	Defined	2025-07-17
2025-03-31	$222,888	14,511	-1.1%	Shares	Defined	2025-04-30
2024-12-31	$195,030	14,675	+0.6%	Shares	Defined	2025-01-24
2024-09-30	$177,195	14,584	0.0%	Shares	Defined	2024-10-22
2024-06-30	$156,194	14,584	+0.2%	Shares	Defined	2024-07-22
2024-03-31	$137,582	14,559	+12.5%	Shares	Defined	2024-04-29
2023-12-31	$101,967	12,940	-0.1%	Shares	Defined	2024-01-31
2023-09-30	$100,927	12,956	+0.1%	Shares	Defined	2023-11-09
2023-06-30	$101,708	12,940	0.0%	Shares	Defined	2023-08-09
2023-03-31	$93,038	12,940	0.0%	Shares	Defined	2023-05-11
2022-12-31	$100,932	12,940	0.0%	Shares	Defined	2023-01-25
2022-09-30	$82,816	12,940	0.0%	Shares	Defined	2022-11-10
2022-06-30	$98,344	12,940	-1.9%	Shares	Defined	2022-08-12
2022-03-31	$104,208	13,191	+1.9%	Shares	Defined	2022-04-27
2021-12-31	$133,929	12,940	0.0%	Shares	Defined	2022-02-11
2021-09-30	$133,540	12,940	0.0%	Shares	Defined	2021-11-12
2021-06-30	$124,871	12,940	0.0%	Shares	Defined	2021-08-10
2021-03-31	$132,376	12,940	-1.7%	Shares	Defined	2021-04-30
2020-12-31	$105,188	13,165	0.0%	Shares	Defined	2021-02-08
2020-09-30	$65,956	13,165	-24.7%	Shares	Defined	2020-10-30
2020-06-30	$98,897	17,473	-24.6%	Shares	Defined	2020-08-12
2020-03-31	$105,023	23,184	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.