Position in BCS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$227,596
+$4,731 QoQ
Shares Held
10,756
+22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026World Investment Advisors holds $126,993,692 across 16 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,534 | $77,097,344 | |
| 2 | C |
Citigroup Inc
|
110,148 | $15,416,314 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,252 | $10,014,531 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
117,323 | $9,695,572 | |
| 5 | BAC |
Bank Of America Corp /De/
|
146,345 | $8,338,738 | |
| 6 | RY |
Royal Bank Of Canada
|
7,440 | $1,539,856 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,741 | $1,116,451 | |
| 8 | TD |
Toronto Dominion Bank
|
6,619 | $803,745 |
All Filings in BCS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,596 | 10,756 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $222,865 | 8,757 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||