Position in BCS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$288,283
+$877 QoQ
Shares Held
13,624
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,482 | $6,377,042 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
54,673 | $4,518,176 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
13,421 | $1,276,202 | |
| 4 | C |
Citigroup Inc
|
8,908 | $1,246,762 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
49,093 | $976,459 | |
| 6 | SAN |
Banco Santander, S.A.
|
61,357 | $846,726 | |
| 7 | UBS |
UBS Group AG
|
13,926 | $690,172 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
25,437 | $599,804 |
All Filings in BCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,283 | 13,624 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $287,406 | 11,293 | Shares | Sole | 2026-01-13 | |
| 2024-06-30 | $112,797 | 10,532 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $121,262 | 12,832 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||