Position in BCS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$202,162
-$286,172 QoQ
Shares Held
9,554
-50.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Stratos Wealth Partners, LTD. holds $114,157,822 across 10 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
236,030 | $77,259,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
282,468 | $16,095,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
108,617 | $8,976,108 | |
| 4 | C |
Citigroup Inc
|
36,501 | $5,108,679 | |
| 5 | TD |
Toronto Dominion Bank
|
21,257 | $2,581,237 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
17,297 | $2,501,319 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,693 | $884,695 | |
| 8 | SAN |
Banco Santander, S.A.
|
22,980 | $317,124 |
All Filings in BCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,162 | 9,554 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $488,334 | 19,188 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $319,000 | 15,433 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||