Position in BCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,849
+$1,454 QoQ
Shares Held
255
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#484
of 552 holders
Holding Since
Dec 2023
6 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, 2026Johnson Financial Group, Inc. holds $15,711,626 across 10 Banks - Diversified names. BCS ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,083 | $11,156,388 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
34,755 | $2,872,153 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,621 | $719,143 | |
| 4 | C |
Citigroup Inc
|
3,471 | $485,800 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,415 | $235,939 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,138 | $201,084 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BCS |
Barclays PLC
This page
|
255 | $6,849 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,849 | 255 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,395 | 255 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $6,489 | 255 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $44,419 | 2,149 | Shares | Defined | 2025-11-13 | |
| 2024-03-31 | $1,597 | 169 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,331 | 169 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||