Position in BCS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,225
New position
Shares Held
269
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#481
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Winch Advisory Services, LLC holds $13,066,794 across 11 Banks - Diversified names. BCS ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,603 | $7,725,969 | |
| 2 | C |
Citigroup Inc
|
34,938 | $4,889,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,826 | $233,540 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,829 | $104,216 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
350 | $61,845 | |
| 6 | UBS |
UBS Group AG
|
303 | $15,016 | |
| 7 | ING |
Ing Groep NV
|
341 | $10,700 | |
| 8 | SAN |
Banco Santander, S.A.
|
541 | $7,465 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,225 | 269 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||