Position in BCS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,101,394
+$228,862 QoQ
Shares Held
41,005
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 552 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. BCS ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,822 | $122,363,155 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
190,870 | $15,773,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
275,832 | $15,716,907 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357,171 | $8,950,705 | |
| 5 | RY |
Royal Bank Of Canada
|
42,869 | $8,872,596 | |
| 6 | ING |
Ing Groep NV
|
218,897 | $6,868,987 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
43,924 | $6,351,849 | |
| 8 | C |
Citigroup Inc
|
45,014 | $6,300,159 |
All Filings in BCS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,394 | 41,005 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $872,532 | 41,235 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,167,620 | 45,879 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $896,850 | 43,389 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $809,575 | 43,549 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $685,731 | 44,644 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $609,373 | 45,852 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $554,562 | 45,643 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $471,507 | 44,025 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $409,307 | 43,313 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $307,942 | 39,079 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $97,000 | 13,491 | Shares | Defined | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||