Orion Porfolio Solutions, LLC

Position in BCS — Barclays PLC

CIK 1360533 OMAHA, NE

Position in BCS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,971,947

+$220,131 QoQ

Shares Held

185,106

-17.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#100

of 552 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $189,862,953 across 18 Banks - Diversified names. BCS ranks #12 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	198,839	$65,085,969
2	WFC	Wells Fargo & Company/Mn	261,737	$21,629,945
3	BAC	Bank Of America Corp /De/	353,557	$20,145,677
4	C	Citigroup Inc	89,208	$12,485,551
5	SAN	Banco Santander, S.A.	682,907	$9,424,116
6	HSBC	Hsbc Holdings PLC	87,615	$8,331,310
7	UBS	UBS Group AG	150,741	$7,470,723
8	RY	Royal Bank Of Canada	30,797	$6,374,055

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,971,947	185,106	-17.6%	Shares	Sole	2026-08-14
2026-03-31	$4,751,816	224,566	-2.9%	Shares	Sole	2026-05-13
2025-12-31	$5,886,279	231,288	-4.3%	Shares	Sole	2026-02-12
2025-09-30	$4,994,781	241,644	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$4,346,788	233,824	+3.0%	Shares	Sole	2025-08-27
2025-03-31	$3,486,796	227,005	+32.5%	Shares	Sole	2025-08-01
2024-12-31	$2,276,470	171,292	+90.2%	Shares	Sole	2025-08-01
2024-06-30	$964,756	90,080	+8.4%	Shares	Sole	2025-07-31
2024-03-31	$785,606	83,133	-2.7%	Shares	Sole	2025-07-31
2023-12-31	$673,259	85,439	-31.9%	Shares	Sole	2025-07-31
2023-09-30	$978,018	125,548	-7.0%	Shares	Sole	2025-07-31
2023-06-30	$1,061,422	135,041	-37.1%	Shares	Sole	2025-07-31
2023-03-31	$1,542,830	214,580	-51.4%	Shares	Sole	2025-07-31
2022-12-31	$3,447,015	441,925	-4.0%	Shares	Sole	2023-02-06
2022-09-30	$2,947,667	460,573	+4.7%	Shares	Sole	2022-11-01
2022-06-30	$3,341,986	439,735	+36.6%	Shares	Sole	2022-07-18
2022-03-31	$2,544,029	322,029	-11.1%	Shares	Sole	2022-05-16
2021-12-31	$3,748,014	362,127	-4.4%	Shares	Sole	2022-02-08
2021-09-30	$3,910,082	378,884	0.0%	Shares	Sole	2021-11-08
2021-06-30	$3,656,230	378,884	+2444.6%	Shares	Sole	2021-08-03
2021-03-31	$152,324	14,890	-48.3%	Shares	Sole	2021-05-12
2020-12-31	$229,920	28,776	+88.8%	Shares	Sole	2021-02-16
2020-09-30	$76,362	15,242	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.