Cambridge Investment Research Advisors, Inc.
Position in BCS — Barclays PLC
CIK 1419186
FAIRFIELD, IA
Position in BCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$671,285
+$138,434 QoQ
Shares Held
24,992
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 552 holders
Holding Since
Mar 2020
17 quarters on record
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $367,427,397 across 18 Banks - Diversified names. BCS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
687,077 | $224,900,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
898,090 | $51,173,168 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
472,117 | $39,015,748 | |
| 4 | C |
Citigroup Inc
|
176,266 | $24,670,189 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
58,256 | $8,424,400 | |
| 6 | RY |
Royal Bank Of Canada
|
29,139 | $6,030,898 | |
| 7 | TD |
Toronto Dominion Bank
|
26,418 | $3,207,937 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
10,732 | $1,896,344 |
All Filings in BCS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,285 | 24,992 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $532,851 | 25,182 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $638,616 | 25,093 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $338,698 | 16,386 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,243 | 13,515 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $158,346 | 10,309 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $140,741 | 10,590 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $125,278 | 10,311 | Shares | Sole | 2024-10-28 | |
| 2022-12-31 | $79,708 | 10,219 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $91,549 | 12,046 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $96,767 | 12,249 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $142,871 | 13,804 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $165,099 | 15,998 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $144,663 | 14,991 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $59,949 | 11,966 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $72,629 | 12,832 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $59,234 | 13,076 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||