Position in BCS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,371,109
+$5,575,832 QoQ
Shares Held
274,427
+223.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 552 holders
Holding Since
Sep 2022
15 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, 2026Janney Montgomery Scott LLC holds $903,140,538 across 17 Banks - Diversified names. BCS ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,785,762 | $584,533,475 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,948,232 | $111,010,259 | |
| 3 | C |
Citigroup Inc
|
676,796 | $94,724,368 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
291,651 | $24,102,038 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
240,037 | $22,825,118 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
148,584 | $21,486,732 | |
| 7 | RY |
Royal Bank Of Canada
|
75,613 | $15,649,622 | |
| 8 | BCS |
Barclays PLC
This page
|
274,427 | $7,371,109 |
All Filings in BCS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,371,109 | 274,427 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,795,277 | 84,843 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,206,820 | 86,712 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,730,616 | 83,726 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,535,069 | 82,575 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $731,397 | 47,617 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $416,295 | 31,324 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $477,859 | 39,330 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $397,437 | 37,109 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $410,574 | 43,447 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $316,941 | 40,221 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $296,082 | 38,008 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $362,676 | 46,142 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $1,120,743 | 143,685 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $859,155 | 134,243 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||