Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,498
+$16,382 QoQ
Shares Held
1,545
+30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#416
of 552 holders
Holding Since
Jun 2023
13 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, 2026Larson Financial Group LLC holds $27,619,807 across 19 Banks - Diversified names. BCS ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,685 | $16,263,391 | |
| 2 | BAC |
Bank Of America Corp /De/
|
85,462 | $4,869,624 | |
| 3 | C |
Citigroup Inc
|
17,782 | $2,488,768 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,189 | $1,420,498 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,683 | $966,428 | |
| 6 | TD |
Toronto Dominion Bank
|
1,934 | $234,845 | |
| 7 | RY |
Royal Bank Of Canada
|
1,118 | $231,392 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,694 | $230,377 |
All Filings in BCS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,498 | 1,545 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,116 | 1,187 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,527 | 728 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,362 | 840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,759 | 525 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,389 | 416 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,528 | 416 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,054 | 416 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,401 | 411 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,780 | 400 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,152 | 400 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,116 | 400 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,144 | 400 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||