Position in BCS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,351,031
+$309,959 QoQ
Shares Held
50,299
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#174
of 552 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. BCS ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,351,031 | 50,299 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,041,072 | 49,200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,178,767 | 46,317 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $966,859 | 46,776 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $728,932 | 39,211 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $506,588 | 32,981 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $417,438 | 31,410 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $366,687 | 30,180 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $298,070 | 27,831 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $219,145 | 23,190 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $158,923 | 20,168 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $167,819 | 21,543 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $178,406 | 22,698 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $154,074 | 21,429 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $153,667 | 19,701 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $113,068 | 17,667 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $191,656 | 25,218 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $135,255 | 17,121 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $174,894 | 16,898 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||