Position in BCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,130
New position
Shares Held
191
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#497
of 554 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $12,427,661 across 12 Banks - Diversified names. BCS ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,662 | $5,126,642 | |
| 2 | BAC |
Bank Of America Corp /De/
|
78,179 | $4,454,639 | |
| 3 | C |
Citigroup Inc
|
15,061 | $2,107,937 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,691 | $552,944 | |
| 5 | RY |
Royal Bank Of Canada
|
341 | $70,576 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
354 | $62,551 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
670 | $15,798 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
548 | $10,899 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,130 | 191 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||