Position in BCS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$371,044
+$111,708 QoQ
Shares Held
13,814
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#291
of 552 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. BCS ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,498 | $23,076,110 | |
| 2 | BAC |
Bank Of America Corp /De/
|
226,850 | $12,925,913 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
103,291 | $8,535,968 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
32,650 | $3,104,688 | |
| 5 | C |
Citigroup Inc
|
12,167 | $1,702,893 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,080 | $1,313,058 | |
| 7 | TD |
Toronto Dominion Bank
|
4,189 | $508,670 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,896 | $423,413 |
All Filings in BCS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,044 | 13,814 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $259,336 | 12,256 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $225,868 | 8,875 | Shares | Sole | 2026-01-21 | |
| 2021-03-31 | $613 | 60 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $806 | 101 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $506 | 101 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,867 | 330 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,464 | 544 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||