Position in BCS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$187,964
+$51,398 QoQ
Shares Held
8,883
+34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $186,890,057 across 18 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
369,423 | $120,923,230 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
299,817 | $24,776,876 | |
| 3 | BAC |
Bank Of America Corp /De/
|
400,102 | $22,797,811 | |
| 4 | C |
Citigroup Inc
|
62,605 | $8,762,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
32,561 | $4,708,646 | |
| 6 | TD |
Toronto Dominion Bank
|
6,668 | $809,695 | |
| 7 | SAN |
Banco Santander, S.A.
|
48,563 | $670,169 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
6,978 | $663,538 |
All Filings in BCS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $187,964 | 8,883 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $136,566 | 6,607 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $106,148 | 5,710 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $86,292 | 5,618 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $79,886 | 6,011 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $57,445 | 4,728 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $52,082 | 4,863 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $19,202 | 2,032 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,507 | 1,968 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $14,279 | 1,833 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $13,786 | 1,754 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $18,650 | 2,594 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,800 | 1,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $6,400 | 1,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,600 | 1,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,900 | 1,000 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,350 | 1,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,320 | 1,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,650 | 1,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $10,230 | 1,000 | Shares | Sole | 2021-04-29 | |
| 2020-03-31 | $4,530 | 1,000 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||