Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$837,709
+$174,809 QoQ
Shares Held
31,188
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#213
of 552 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. BCS ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
This page
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in BCS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,709 | 31,188 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $662,900 | 31,328 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $741,943 | 29,153 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $610,385 | 29,530 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $552,030 | 29,695 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $436,254 | 28,402 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $423,485 | 31,865 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $402,845 | 33,156 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $170,353 | 15,906 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $147,675 | 15,627 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $119,894 | 15,215 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $90,815 | 11,658 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $224,257 | 28,387 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $295,078 | 28,510 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $257,380 | 24,940 | Shares | Defined | 2021-11-18 | |
| No filing history on record for this holder in this stock. | ||||||