Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,503,860
+$5,745,397 QoQ
Shares Held
577,210
+25.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#54
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,168,563,491 across 19 Banks - Diversified names. BCS ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,252,268 | $1,719,224,884 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,977,596 | $511,543,420 | |
| 3 | C |
Citigroup Inc
|
2,322,820 | $325,101,887 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,839,414 | $234,649,172 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
880,250 | $127,292,952 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
370,766 | $35,256,138 | |
| 7 | RY |
Royal Bank Of Canada
|
159,886 | $33,091,605 | |
| 8 | TD |
Toronto Dominion Bank
|
225,580 | $27,392,179 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,503,860 | 577,210 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,758,463 | 461,175 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,381,124 | 368,610 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,981,381 | 289,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,343,163 | 233,629 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,130,137 | 203,785 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,175,825 | 163,719 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,201,853 | 98,918 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $920,256 | 85,925 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,941,219 | 205,420 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,409,519 | 178,873 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,381,338 | 177,322 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,407,277 | 179,043 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,263,225 | 175,692 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,376,263 | 176,444 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,082,348 | 169,117 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312,124 | 41,069 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $260,028 | 32,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $340,535 | 32,902 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $671,192 | 65,038 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $652,224 | 67,588 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $706,074 | 69,020 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $571,956 | 71,584 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $346,416 | 69,145 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $484,841 | 85,661 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $527,319 | 116,406 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||