Position in BCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$456,297
-$16,869 QoQ
Shares Held
16,988
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#266
of 554 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. BCS ranks #12 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,256 | $2,702,436 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
12,240 | $1,163,901 | |
| 3 | RY |
Royal Bank Of Canada
|
5,078 | $1,050,993 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,738 | $1,010,711 | |
| 5 | SAN |
Banco Santander, S.A.
|
66,897 | $923,178 | |
| 6 | C |
Citigroup Inc
|
6,429 | $899,802 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
43,037 | $856,005 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
10,007 | $826,978 |
All Filings in BCS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,297 | 16,988 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $473,166 | 18,592 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $328,342 | 15,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $290,022 | 15,601 | Shares | Sole | 2025-08-13 | |
| 2021-12-31 | $143,689 | 13,883 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $143,272 | 13,883 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $158,453 | 16,420 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||