Position in BCS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,890,054
+$664,087 QoQ
Shares Held
107,597
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#18
of 168 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BTC Capital Management, Inc. holds $49,867,696 across 8 Banks - Diversified names. BCS ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,923 | $23,869,884 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
128,450 | $10,615,107 | |
| 3 | UBS |
UBS Group AG
|
74,765 | $3,705,351 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
127,667 | $3,010,386 | |
| 5 | BCS |
Barclays PLC
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|
107,597 | $2,890,054 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
131,341 | $2,612,371 | |
| 7 | ING |
Ing Groep NV
|
82,065 | $2,575,199 | |
| 8 | BAC |
Bank Of America Corp /De/
|
10,343 | $589,344 |
All Filings in BCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,890,054 | 107,597 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,225,967 | 105,197 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $1,945,041 | 76,426 | Shares | Defined | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||