Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,473,374
+$3,036,547 QoQ
Shares Held
129,314
+526.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#122
of 558 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Strategic Global Advisors, LLC holds $20,895,505 across 4 Banks - Diversified names. BCS ranks #2 (16.6% of the industry book) .
All Filings in BCS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,473,374 | 129,314 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $436,827 | 20,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,288 | 15,807 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $289,483 | 14,005 | Shares | Sole | 2025-11-14 | |
| 2022-12-31 | $435,068 | 55,778 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $362,528 | 56,645 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $410,681 | 54,037 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $433,465 | 54,869 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $557,626 | 53,877 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,159,305 | 209,235 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,024,164 | 209,758 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $708,841 | 125,237 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $506,603 | 111,833 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||