SIGNATUREFD, LLC

Position in BCS — Barclays PLC

CIK 1456048 ATLANTA, GA

Position in BCS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,140,016

+$444,762 QoQ

Shares Held

79,673

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#151

of 552 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. BCS ranks #18 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	85,250	$27,904,882
2	BAC	Bank Of America Corp /De/	199,983	$11,395,031
3	RY	Royal Bank Of Canada	33,428	$6,918,593
4	MUFG	Mitsubishi Ufj Financial Group Inc	307,497	$6,116,115
5	WFC	Wells Fargo & Company/Mn	73,570	$6,079,824
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	235,552	$5,554,316
7	HSBC	Hsbc Holdings PLC	57,080	$5,427,737
8	SAN	Banco Santander, S.A.	388,883	$5,366,585

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,140,016	79,673	-0.6%	Shares	Sole	2026-07-24
2026-03-31	$1,695,254	80,116	-4.7%	Shares	Sole	2026-04-07
2025-12-31	$2,139,250	84,057	+5.6%	Shares	Sole	2026-01-20
2025-09-30	$1,645,187	79,593	+2.7%	Shares	Sole	2025-10-21
2025-06-30	$1,440,130	77,468	+0.6%	Shares	Sole	2025-07-16
2025-03-31	$1,182,981	77,017	+2.5%	Shares	Sole	2025-05-02
2024-12-31	$998,597	75,139	+5.9%	Shares	Sole	2025-02-10
2024-09-30	$862,115	70,956	+6.4%	Shares	Sole	2024-10-21
2024-06-30	$714,324	66,697	+10.3%	Shares	Sole	2024-07-29
2024-03-31	$571,498	60,476	+15.1%	Shares	Sole	2024-05-03
2023-12-31	$414,188	52,562	-10.2%	Shares	Sole	2024-02-01
2023-09-30	$456,127	58,553	+16.7%	Shares	Sole	2023-11-03
2023-06-30	$394,516	50,193	+19.6%	Shares	Sole	2023-08-01
2023-03-31	$301,793	41,974	-1.0%	Shares	Sole	2023-04-28
2022-12-31	$330,610	42,386	-3.5%	Shares	Sole	2023-01-30
2022-09-30	$281,158	43,931	+8.8%	Shares	Sole	2022-11-08
2022-06-30	$306,979	40,392	-17.9%	Shares	Sole	2022-08-10
2022-03-31	$388,877	49,225	-13.7%	Shares	Sole	2022-05-02
2021-12-31	$590,539	57,057	+6.7%	Shares	Sole	2022-01-25
2021-09-30	$551,913	53,480	+11.8%	Shares	Sole	2021-10-28
2021-06-30	$461,549	47,829	+4.9%	Shares	Sole	2021-07-26
2021-03-31	$466,518	45,603	+10.0%	Shares	Sole	2021-04-30
2020-12-31	$331,225	41,455	+5.3%	Shares	Sole	2021-02-11
2020-09-30	$197,148	39,351	+0.1%	Shares	Sole	2020-11-03
2020-06-30	$222,585	39,326	-36.7%	Shares	Sole	2020-07-30
2020-03-31	$281,281	62,093	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.