Position in BCS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,075,986
-$310,893 QoQ
Shares Held
98,109
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 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, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,075,986 | 98,109 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,386,879 | 93,787 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,862,677 | 90,115 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,776,051 | 95,538 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,773,619 | 115,470 | Shares | Sole | 2025-05-06 | |
| 2021-12-31 | $1,166,983 | 112,752 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||