Position in BCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,311,815
+$410,971 QoQ
Shares Held
48,839
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#177
of 552 holders
Holding Since
Sep 2020
6 quarters on record
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $164,993,838 across 15 Banks - Diversified names. BCS ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
325,397 | $106,512,200 | |
| 2 | BAC |
Bank Of America Corp /De/
|
385,188 | $21,948,012 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
82,440 | $11,921,648 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
117,059 | $9,673,755 | |
| 5 | C |
Citigroup Inc
|
49,621 | $6,944,955 | |
| 6 | BCS |
Barclays PLC
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|
48,839 | $1,311,815 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
12,187 | $1,158,861 | |
| 8 | TD |
Toronto Dominion Bank
|
9,498 | $1,153,342 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,815 | 48,839 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $900,844 | 42,573 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $643,248 | 25,275 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $485,496 | 23,488 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $869,584 | 46,777 | Shares | Sole | 2025-08-07 | |
| 2020-09-30 | $55,110 | 11,000 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||