Position in BCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,157,921
+$1,867,223 QoQ
Shares Held
266,490
+6.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#86
of 552 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $165,375,231 across 19 Banks - Diversified names. BCS ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,633 | $32,612,869 | |
| 2 | C |
Citigroup Inc
|
132,051 | $18,481,857 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
188,863 | $17,958,982 | |
| 4 | BAC |
Bank Of America Corp /De/
|
268,949 | $15,324,714 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
453,258 | $11,358,645 | |
| 6 | RY |
Royal Bank Of Canada
|
38,756 | $8,021,329 | |
| 7 | UBS |
UBS Group AG
|
158,219 | $7,841,333 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,739 | $7,498,670 |
All Filings in BCS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,157,921 | 266,490 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,290,698 | 250,033 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,490,004 | 255,010 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,753,004 | 229,947 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,930,539 | 211,433 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,293,122 | 214,396 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,876,248 | 216,422 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,690,022 | 221,401 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,114,121 | 197,397 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,786,163 | 189,012 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,283,455 | 162,875 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,297,595 | 166,572 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,073,424 | 136,568 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $741,691 | 103,156 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $979,344 | 125,557 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,167,974 | 182,496 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,496,804 | 196,948 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $739,400 | 93,595 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,399,620 | 135,229 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,206,026 | 116,863 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $825,760 | 85,571 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $643,927 | 62,945 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $220,659 | 27,617 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $78,852 | 15,739 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $125,697 | 22,208 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||