Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$463,899
+$35,812 QoQ
Shares Held
17,271
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 552 holders
Holding Since
Mar 2025
6 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, 2026Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. BCS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
462,140 | $151,272,286 | |
| 2 | BAC |
Bank Of America Corp /De/
|
602,391 | $34,324,239 | |
| 3 | C |
Citigroup Inc
|
150,991 | $21,132,700 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
168,266 | $13,905,502 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,696 | $3,860,508 | |
| 6 | RY |
Royal Bank Of Canada
|
12,946 | $2,679,433 | |
| 7 | ING |
Ing Groep NV
|
49,158 | $1,542,578 | |
| 8 | UBS |
UBS Group AG
|
17,093 | $847,129 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,899 | 17,271 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $428,087 | 20,231 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $276,539 | 10,866 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $241,921 | 11,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,454 | 11,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,044 | 11,331 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||