Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$960,889
+$197,521 QoQ
Shares Held
35,774
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#204
of 556 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $180,242,228 across 9 Banks - Diversified names. BCS ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
401,962 | $131,574,221 | |
| 2 | C |
Citigroup Inc
|
146,683 | $20,529,752 | |
| 3 | SAN |
Banco Santander, S.A.
|
844,907 | $11,659,716 | |
| 4 | BAC |
Bank Of America Corp /De/
|
168,999 | $9,629,562 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,465 | $2,517,627 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,255 | $2,206,025 | |
| 7 | BCS |
Barclays PLC
This page
|
35,774 | $960,889 | |
| 8 | RY |
Royal Bank Of Canada
|
4,025 | $833,054 |
All Filings in BCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,889 | 35,774 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||