Position in BCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,225,751
-$385,922 QoQ
Shares Held
120,095
-29.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#126
of 552 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 2%
None 97%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $28,733,515 across 15 Banks - Diversified names. BCS ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,636 | $9,700,751 | |
| 2 | BCS |
Barclays PLC
This page
|
120,095 | $3,225,751 | |
| 3 | BAC |
Bank Of America Corp /De/
|
52,137 | $2,970,766 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,838 | $2,579,553 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,558 | $2,525,313 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
76,319 | $1,517,984 | |
| 7 | UBS |
UBS Group AG
|
25,132 | $1,245,541 | |
| 8 | ING |
Ing Groep NV
|
33,110 | $1,038,991 |
All Filings in BCS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,225,751 | 120,095 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,611,673 | 170,684 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,467,486 | 136,247 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,973,896 | 143,875 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,770,139 | 95,220 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $988,385 | 64,348 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,041,683 | 78,381 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $966,411 | 79,540 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $868,024 | 81,048 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $661,386 | 69,988 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $450,799 | 57,208 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||