Position in BCS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$852,684
-$194,583 QoQ
Shares Held
40,297
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Private Advisor Group, LLC holds $172,226,581 across 11 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
306,392 | $100,291,292 | |
| 2 | BAC |
Bank Of America Corp /De/
|
521,625 | $29,722,192 | |
| 3 | C |
Citigroup Inc
|
134,648 | $18,845,334 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
161,172 | $13,319,254 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
38,959 | $5,633,860 | |
| 6 | TD |
Toronto Dominion Bank
|
15,729 | $1,909,972 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
7,866 | $747,977 | |
| 8 | RY |
Royal Bank Of Canada
|
2,767 | $572,685 |
All Filings in BCS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $852,684 | 40,297 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,047,267 | 41,150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $877,400 | 42,448 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $866,461 | 46,609 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $659,082 | 42,909 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $547,029 | 41,161 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $427,315 | 35,170 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $253,505 | 23,670 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $171,063 | 18,102 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $85,797 | 10,888 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $133,427 | 17,128 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $137,282 | 17,466 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $223,709 | 31,114 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $292,164 | 37,457 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $264,115 | 41,268 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $275,978 | 36,313 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $174,669 | 22,110 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $171,085 | 16,530 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $318,444 | 30,857 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $161,386 | 16,724 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $172,355 | 16,848 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $230,639 | 28,866 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $420,253 | 83,883 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $459,371 | 81,161 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $249,335 | 55,041 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||