Position in BCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,465,777
+$1,062,828 QoQ
Shares Held
54,571
+186.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#168
of 552 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. BCS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
|
41,789 | $2,071,062 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465,777 | 54,571 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $402,949 | 19,043 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $283,105 | 11,124 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,863,317 | 90,146 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $226,035 | 12,159 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $208,896 | 13,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,708 | 4,267 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $52,184 | 4,295 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $45,870 | 4,283 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $40,342 | 4,269 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $28,620 | 3,632 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $35,109 | 4,507 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,244 | 4,484 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,239 | 4,484 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $36,238 | 4,646 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $37,267 | 5,823 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $41,047 | 5,401 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $42,004 | 5,317 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $64,118 | 6,195 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||