Position in BCS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$822,489
+$7,148 QoQ
Shares Held
38,870
+21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. BCS ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
550,203 | $161,847,714 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,411,541 | $68,812,623 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
320,619 | $38,035,031 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
474,640 | $37,786,090 | |
| 5 | C |
Citigroup Inc
|
208,313 | $23,624,777 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
173,240 | $14,290,567 | |
| 7 | RY |
Royal Bank Of Canada
|
48,738 | $7,884,833 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
33,464 | $1,756,190 |
All Filings in BCS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $822,489 | 38,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $815,341 | 32,037 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $286,176 | 13,845 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $208,003 | 11,189 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $173,721 | 11,310 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $146,070 | 10,991 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $73,701 | 6,066 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $73,727 | 6,884 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $59,894 | 6,338 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $41,992 | 5,329 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $47,199 | 6,059 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $35,252 | 4,485 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,602 | 3,839 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $31,527 | 4,042 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $35,059 | 5,478 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $37,665 | 4,956 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $32,058 | 4,058 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $24,363 | 2,354 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $10,846 | 1,124 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $11,498 | 1,124 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $8,980 | 1,124 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,631 | 1,124 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $6,361 | 1,124 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $5,091 | 1,124 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||