Position in BCS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,640
-$23,712 QoQ
Shares Held
210
-89.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 554 holders
Holding Since
Jun 2020
13 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, 2026Financial Management Professionals, Inc. holds $5,265,626 across 17 Banks - Diversified names. BCS ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,693 | $3,827,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,767 | $727,463 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,119 | $175,114 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
1,058 | $100,605 | |
| 5 | C |
Citigroup Inc
|
662 | $92,653 | |
| 6 | RY |
Royal Bank Of Canada
|
424 | $87,755 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
260 | $45,942 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,018 | $40,138 |
All Filings in BCS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,640 | 210 | Shares | Sole | 2026-07-09 | |
| 2025-03-31 | $29,352 | 1,911 | Shares | Sole | 2025-04-10 | |
| 2022-12-31 | $2 | 210 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,964 | 307 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $934 | 123 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,192 | 151 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,562 | 151 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,558 | 151 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,381 | 454 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,099 | 303 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,096 | 763 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,963 | 392 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,135 | 554 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||