Position in BCS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,659,041
+$2,116,644 QoQ
Shares Held
396,837
-1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#67
of 552 holders
Holding Since
Sep 2021
10 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,222,925 across 10 Banks - Diversified names. BCS ranks #3 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
276,622 | $13,709,386 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
38,707 | $12,669,962 | |
| 3 | BCS |
Barclays PLC
This page
|
396,837 | $10,659,041 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,390 | $1,389,742 | |
| 5 | C |
Citigroup Inc
|
8,700 | $1,217,652 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
12,324 | $1,018,455 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,714 | $448,254 | |
| 8 | RY |
Royal Bank Of Canada
|
2,083 | $431,118 |
All Filings in BCS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,659,041 | 396,837 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $8,542,397 | 403,705 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,859,922 | 426,716 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,091,492 | 439,840 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,433,130 | 453,638 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $232,765 | 15,154 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $194,366 | 14,625 | Shares | Sole | 2025-01-14 | |
| 2022-03-31 | $79,229 | 10,029 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $103,800 | 10,029 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $95,769 | 9,280 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||