Position in BCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,394,490
+$301,513 QoQ
Shares Held
51,917
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#171
of 552 holders
Holding Since
Mar 2020
24 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, 2026ATLAS CAPITAL ADVISORS INC. holds $12,349,666 across 16 Banks - Diversified names. BCS ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,081 | $3,954,473 | |
| 2 | SAN |
Banco Santander, S.A.
|
105,837 | $1,460,550 | |
| 3 | BCS |
Barclays PLC
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|
51,917 | $1,394,490 | |
| 4 | UBS |
UBS Group AG
|
22,796 | $1,129,769 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,078 | $956,271 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,092 | $929,525 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
18,547 | $437,338 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,370 | $415,543 |
All Filings in BCS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,490 | 51,917 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,092,977 | 51,653 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,673,693 | 65,764 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,236,513 | 66,515 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,027,169 | 66,873 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,044,859 | 78,620 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,061,727 | 87,385 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $930,409 | 86,873 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $813,985 | 86,136 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $562,836 | 71,426 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $389,017 | 49,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $392,512 | 49,938 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $389,516 | 49,938 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $333,184 | 52,060 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $403,256 | 53,060 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $613,229 | 77,624 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $793,493 | 76,666 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $525,576 | 50,928 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $483,908 | 50,146 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $503,684 | 49,236 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $388,226 | 48,589 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $322,989 | 64,469 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $408,284 | 72,135 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $496,356 | 109,571 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||