Position in BCS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$394,300
-$25,932 QoQ
Shares Held
14,680
-26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#283
of 552 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. BCS ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,300 | 14,680 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $420,232 | 19,860 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $382,739 | 15,039 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $280,861 | 13,588 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $237,113 | 12,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $155,010 | 10,092 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $278,449 | 20,952 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $55,085 | 4,534 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $45,258 | 4,226 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $34,461 | 3,647 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $16,727 | 2,123 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,739 | 1,122 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,498 | 318 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,435 | 617 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,706 | 347 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $59,161 | 9,244 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,010 | 1,054 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,308 | 672 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $93,645 | 9,048 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||