Position in BCS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,128,753
+$1,582,337 QoQ
Shares Held
228,174
+6.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#93
of 552 holders
Holding Since
Sep 2022
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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. BCS ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
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|
228,174 | $6,128,753 |
All Filings in BCS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,128,753 | 228,174 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,546,416 | 214,859 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $267 | 25 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $378 | 40 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,449 | 184 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $489,406 | 62,825 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $474,358 | 60,351 | Shares | Sole | 2023-07-11 | |
| 2022-09-30 | $768 | 120 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||