Position in BCS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$312,220
+$207,902 QoQ
Shares Held
11,624
+135.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#317
of 554 holders
Holding Since
Mar 2020
25 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. BCS ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,249 | $22,994,605 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
105,248 | $8,697,694 | |
| 3 | C |
Citigroup Inc
|
38,884 | $5,442,204 | |
| 4 | BAC |
Bank Of America Corp /De/
|
82,250 | $4,686,605 | |
| 5 | TD |
Toronto Dominion Bank
|
14,710 | $1,786,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,305 | $911,766 | |
| 7 | ING |
Ing Groep NV
|
13,080 | $410,450 | |
| 8 | BCS |
Barclays PLC
This page
|
11,624 | $312,220 |
All Filings in BCS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,220 | 11,624 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $104,318 | 4,930 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $81,770 | 3,213 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $62,175 | 3,008 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $55,788 | 3,001 | Shares | Defined | 2025-07-15 | |
| 2024-12-31 | $38,753 | 2,916 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $15,041 | 1,238 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,484 | 232 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $689 | 73 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $299 | 38 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,294 | 808 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $9,691 | 1,233 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $19,139 | 2,662 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $104,020 | 13,336 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $67,104 | 10,485 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $76,744 | 10,098 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $97,098 | 12,291 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $132,066 | 12,760 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $193,778 | 18,777 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $196,917 | 20,406 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $80,479 | 7,867 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $5,217 | 653 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,271 | 653 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $5,818 | 1,028 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $189,168 | 41,759 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||