Position in BCS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,587,772
+$2,539,198 QoQ
Shares Held
96,343
+3999.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#138
of 552 holders
Holding Since
Mar 2020
22 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, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. BCS ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
This page
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in BCS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,587,772 | 96,343 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $48,574 | 2,350 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $40,414 | 2,174 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $85,228 | 6,413 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,938 | 1,641 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $19,545 | 1,825 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $44,122 | 4,669 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $32,489 | 4,123 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $32,118 | 4,123 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $32,296 | 4,109 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $29,543 | 4,109 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,523 | 1,221 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,905 | 1,079 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,864 | 1,298 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,508 | 1,077 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $5,325 | 516 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,987 | 206 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,107 | 206 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,645 | 206 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,032 | 206 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $57,098 | 10,088 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $47,655 | 10,520 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||