Position in BCS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,384
+$20 QoQ
Shares Held
126
-30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#514
of 552 holders
Holding Since
Jun 2023
3 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, 2026MOTCO holds $38,322,859 across 13 Banks - Diversified names. BCS ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,786 | $26,771,010 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
67,108 | $9,704,487 | |
| 3 | BNS |
Bank Of Nova Scotia
|
14,390 | $1,249,627 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,883 | $335,213 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,719 | $142,058 | |
| 6 | C |
Citigroup Inc
|
507 | $70,959 | |
| 7 | ING |
Ing Groep NV
|
371 | $11,641 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
111 | $10,554 |
All Filings in BCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,384 | 126 | Shares | Sole | 2026-07-31 | |
| 2025-06-30 | $3,364 | 181 | Shares | Sole | 2025-08-01 | |
| 2023-06-30 | $1,760 | 224 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||