Position in BCS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$505,478
+$107,268 QoQ
Shares Held
18,819
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#258
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $34,354,758 across 18 Banks - Diversified names. BCS ranks #17 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,988 | $9,815,972 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,113 | $4,223,978 | |
| 3 | BAC |
Bank Of America Corp /De/
|
73,125 | $4,166,662 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,807 | $2,453,987 | |
| 5 | C |
Citigroup Inc
|
15,333 | $2,146,006 | |
| 6 | RY |
Royal Bank Of Canada
|
6,507 | $1,346,753 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66,298 | $1,318,667 | |
| 8 | UBS |
UBS Group AG
|
23,905 | $1,184,731 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,478 | 18,819 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $398,210 | 18,819 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $472,835 | 18,579 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $377,537 | 18,265 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $334,378 | 17,987 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $302,177 | 19,673 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $244,030 | 18,362 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $222,466 | 18,310 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $179,028 | 16,716 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $141,646 | 14,989 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $110,509 | 14,024 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $118,298 | 15,186 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $126,097 | 16,043 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $115,270 | 16,032 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $106,774 | 13,689 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $84,256 | 13,165 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $90,098 | 11,855 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $116,185 | 14,707 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $161,470 | 15,601 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $159,774 | 15,482 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $147,828 | 15,319 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $159,874 | 15,628 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $108,240 | 13,547 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $70,931 | 14,158 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $83,026 | 14,669 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $67,429 | 14,885 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||