Position in BCS
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$1,410,096
+$238,277 QoQ
Shares Held
52,498
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#171
of 554 holders
Holding Since
Jun 2020
22 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, 2026Rehmann Capital Advisory Group holds $26,566,851 across 16 Banks - Diversified names. BCS ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,423 | $11,922,340 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
41,745 | $3,449,806 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,599 | $2,484,271 | |
| 4 | C |
Citigroup Inc
|
10,827 | $1,515,346 | |
| 5 | BCS |
Barclays PLC
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|
52,498 | $1,410,096 | |
| 6 | UBS |
UBS Group AG
|
21,270 | $1,054,141 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
46,523 | $925,342 | |
| 8 | ING |
Ing Groep NV
|
22,251 | $698,236 |
All Filings in BCS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,096 | 52,498 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $1,171,819 | 55,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,388,322 | 54,551 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $1,173,229 | 56,760 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $800,901 | 52,142 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $492,141 | 37,031 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $318,852 | 26,243 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $152,906 | 14,277 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $124,758 | 13,202 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $83,449 | 10,590 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $170,624 | 21,903 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $289,548 | 40,271 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $315,580 | 40,459 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $291,321 | 45,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $258,985 | 34,077 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $114,842 | 14,537 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $116,541 | 11,260 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $119,897 | 11,618 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $112,885 | 11,698 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $119,885 | 11,719 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $87,043 | 10,894 | Shares | Sole | 2021-02-19 | |
| 2020-06-30 | $61,269 | 10,825 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||