Position in BCS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$391,538
+$148,854 QoQ
Shares Held
14,577
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#285
of 554 holders
Holding Since
Sep 2024
8 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, 2026Modera Wealth Management, LLC holds $88,527,579 across 9 Banks - Diversified names. BCS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,295 | $67,199,212 | |
| 2 | TD |
Toronto Dominion Bank
|
97,141 | $11,795,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
77,360 | $4,407,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,880 | $1,642,883 | |
| 5 | RY |
Royal Bank Of Canada
|
7,704 | $1,594,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,171 | $747,778 | |
| 7 | C |
Citigroup Inc
|
3,613 | $505,675 | |
| 8 | BCS |
Barclays PLC
This page
|
14,577 | $391,538 |
All Filings in BCS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,538 | 14,577 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $242,684 | 11,469 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $295,423 | 11,608 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $237,374 | 11,484 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $207,129 | 11,142 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $183,306 | 11,934 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $146,043 | 10,989 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $156,006 | 12,840 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||