Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,252,675
+$4,076,997 QoQ
Shares Held
865,699
-4.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#42
of 554 holders
Holding Since
Jun 2024
9 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, 2026Capital Wealth Planning, LLC holds $1,142,084,837 across 7 Banks - Diversified names. BCS ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,882,314 | $943,467,840 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
257,802 | $45,553,613 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,059,506 | $40,963,573 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,659,962 | $39,141,903 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,015,769 | $25,455,170 | |
| 6 | SAN |
Banco Santander, S.A.
|
1,757,251 | $24,250,063 | |
| 7 | BCS |
Barclays PLC
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|
865,699 | $23,252,675 |
All Filings in BCS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,252,675 | 865,699 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $19,175,678 | 906,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,309,220 | 758,712 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $13,768,948 | 666,132 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,405,368 | 505,937 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $8,237,184 | 536,275 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,338,606 | 401,701 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $3,635,705 | 299,235 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,546,302 | 237,750 | Shares | Other | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||