Position in BCS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$247,004
+$77,724 QoQ
Shares Held
9,196
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 552 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. BCS ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,542 | $23,090,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
172,020 | $9,801,699 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
73,059 | $6,037,595 | |
| 4 | C |
Citigroup Inc
|
28,259 | $3,955,129 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,080 | $734,618 | |
| 6 | BCS |
Barclays PLC
This page
|
9,196 | $247,004 | |
| 7 | RY |
Royal Bank Of Canada
|
1,146 | $237,187 | |
| 8 | UBS |
UBS Group AG
|
3,040 | $150,662 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,004 | 9,196 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $169,280 | 8,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $194,692 | 7,650 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $138,571 | 6,704 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $133,531 | 7,183 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $48,122 | 3,133 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $41,185 | 3,099 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,934 | 2,793 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $27,053 | 2,526 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,629 | 2,183 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $17,202 | 2,183 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $33,380 | 4,285 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $14,839 | 1,888 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,805 | 1,781 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $129 | 8,611 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $82,816 | 12,940 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $83,463 | 10,982 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $19,821 | 2,509 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $17,760 | 1,716 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $17,306 | 1,677 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $16,009 | 1,659 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $16,879 | 1,650 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $13,183 | 1,650 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $8,266 | 1,650 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,093 | 3,332 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||