Position in BCS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$738,272
-$3,176,192 QoQ
Shares Held
34,890
-77.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
10 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, 2026Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
229,858 | $75,239,419 | |
| 2 | BAC |
Bank Of America Corp /De/
|
373,611 | $21,288,354 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
164,152 | $13,565,521 | |
| 4 | C |
Citigroup Inc
|
77,583 | $10,858,516 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
29,125 | $2,769,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,528 | $2,245,504 | |
| 7 | RY |
Royal Bank Of Canada
|
8,087 | $1,673,766 | |
| 8 | ING |
Ing Groep NV
|
47,124 | $1,478,751 |
All Filings in BCS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $738,272 | 34,890 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,914,464 | 153,810 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,492,105 | 72,187 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $400,168 | 21,526 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $319,902 | 20,827 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,679 | 18,787 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $217,971 | 17,940 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $186,782 | 17,440 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $21,021 | 2,661 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $445 | 89 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||