Position in BCS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$763,368
-$154,766 QoQ
Shares Held
36,076
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 81.35879809291495.ToString("F0")%
Shared 0.ToString("F0")%
None 18.64120190708504.ToString("F0")%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026RWA WEALTH PARTNERS, LLC holds $154,503,862 across 9 Banks - Diversified names. BCS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,917 | $114,992,144 | |
| 2 | C |
Citigroup Inc
|
143,889 | $16,318,451 | |
| 3 | SAN |
Banco Santander, S.A.
|
777,198 | $8,766,793 | |
| 4 | BAC |
Bank Of America Corp /De/
|
166,239 | $8,104,151 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,264 | $2,409,316 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,077 | $1,788,584 | |
| 7 | RY |
Royal Bank Of Canada
|
6,839 | $1,106,413 | |
| 8 | BCS |
Barclays PLC
This page
|
36,076 | $763,368 |
All Filings in BCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $763,368 | 36,076 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $918,134 | 36,076 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $726,963 | 35,170 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $653,810 | 35,170 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||