Position in BCS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,106,350
+$1,556,887 QoQ
Shares Held
264,570
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#87
of 554 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $430,790,297 across 18 Banks - Diversified names. BCS ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
225,657 | $73,864,305 | |
| 2 | C |
Citigroup Inc
|
462,377 | $64,714,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,114,193 | $63,486,717 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
433,418 | $41,213,717 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
468,019 | $38,677,090 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,244,708 | $31,192,382 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
152,878 | $22,107,687 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
855,487 | $17,015,636 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,106,350 | 264,570 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,549,463 | 262,262 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,175,602 | 281,949 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,171,669 | 298,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,610,580 | 248,014 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,595,724 | 754,930 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,054,119 | 1,358,474 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $16,819,827 | 1,384,348 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,435,312 | 1,347,835 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,942,511 | 1,369,578 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,094,677 | 1,407,954 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,504,435 | 1,476,821 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,679,071 | 1,485,887 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,654,245 | 230,076 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,850,221 | 237,208 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,614,854 | 252,321 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,913,338 | 251,755 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,987,711 | 251,609 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,563,684 | 247,699 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,427,656 | 235,238 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,278,007 | 236,063 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,625,427 | 256,640 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,167,199 | 271,239 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,321,096 | 263,692 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,535,388 | 271,270 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,171,154 | 258,533 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||