NewEdge Advisors, LLC

Position in BCS — Barclays PLC

CIK 1633516 NEW ORLEANS, LA

Position in BCS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$399,435

+$73,995 QoQ

Shares Held

14,871

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#282

of 554 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $761,328,374 across 18 Banks - Diversified names. BCS ranks #14 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,455,328	$476,372,514
2	BAC	Bank Of America Corp /De/	1,764,963	$100,567,591
3	BNY	Bank of New York Mellon Corp	502,866	$72,719,452
4	WFC	Wells Fargo & Company/Mn	555,363	$45,895,198
5	C	Citigroup Inc	271,355	$37,978,845
6	RY	Royal Bank Of Canada	39,449	$8,164,759
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	224,896	$5,635,893
8	HSBC	Hsbc Holdings PLC	34,412	$3,272,237

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$399,435	14,871	-3.3%	Shares	Sole	2026-08-12
2026-03-31	$325,440	15,380	-71.8%	Shares	Sole	2026-06-03
2025-12-31	$1,386,286	54,471	+13.8%	Shares	Sole	2026-02-18
2025-09-30	$989,142	47,854	-6.3%	Shares	Sole	2025-11-17
2025-06-30	$949,056	51,052	+8.5%	Shares	Sole	2025-08-14
2025-03-31	$722,703	47,051	+72.8%	Shares	Sole	2025-05-15
2024-12-31	$361,926	27,233	+126.7%	Shares	Sole	2025-02-13
2024-09-30	$145,982	12,015	+17569.1%	Shares	Sole	2024-11-14
2024-06-30	$728	68	-47.7%	Shares	Sole	2024-08-16
2024-03-31	$1,228	130	-48.6%	Shares	Sole	2024-05-14
2023-12-31	$1,993	253	+321.7%	Shares	Sole	2024-02-13
2023-09-30	$467	60	-99.7%	Shares	Sole	2023-11-14
2023-06-30	$166,671	21,205	+1413.6%	Shares	Sole	2023-08-14
2022-12-31	$10,927	1,401	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.