Position in BCS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,384
+$134 QoQ
Shares Held
610
-20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#450
of 552 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $2,048,115 across 18 Banks - Diversified names. BCS ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,063 | $1,329,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,741 | $270,142 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,113 | $91,978 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
531 | $50,492 | |
| 6 | UBS |
UBS Group AG
|
801 | $39,697 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,447 | $33,768 | |
| 8 | ING |
Ing Groep NV
|
761 | $23,880 |
All Filings in BCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,384 | 610 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,250 | 768 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,169 | 321 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,456 | 264 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||