Position in BCS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,903
New position
Shares Held
257
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#483
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $13,048,784 across 8 Banks - Diversified names. BCS ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,751 | $6,137,763 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,300 | $4,290,593 | |
| 3 | C |
Citigroup Inc
|
14,772 | $2,067,488 | |
| 4 | TD |
Toronto Dominion Bank
|
3,398 | $412,619 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
924 | $76,359 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
390 | $56,397 | |
| 7 | BCS |
Barclays PLC
This page
|
257 | $6,903 | |
| 8 | SAN |
Banco Santander, S.A.
|
48 | $662 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,903 | 257 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||