Position in BCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,705,099
+$220,387 QoQ
Shares Held
63,481
-9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#158
of 552 holders
Holding Since
Sep 2024
8 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, 2026AdvisorShares Investments LLC holds $6,897,101 across 4 Banks - Diversified names. BCS ranks #3 (24.7% of the industry book) .
All Filings in BCS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,705,099 | 63,481 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,484,712 | 70,166 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,822,958 | 71,629 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,450,083 | 70,154 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,485,210 | 79,893 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,012,008 | 65,886 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $611,964 | 46,047 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $641,726 | 52,817 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||