Position in BCS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$435,937
+$44,202 QoQ
Shares Held
16,230
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 552 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $109,846,344 across 16 Banks - Diversified names. BCS ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
221,179 | $72,398,522 | |
| 2 | BAC |
Bank Of America Corp /De/
|
203,793 | $11,612,125 | |
| 3 | C |
Citigroup Inc
|
66,273 | $9,275,569 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
77,561 | $6,409,641 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
28,986 | $4,191,665 | |
| 6 | SAN |
Banco Santander, S.A.
|
82,165 | $1,133,877 | |
| 7 | ING |
Ing Groep NV
|
32,749 | $1,027,663 | |
| 8 | TD |
Toronto Dominion Bank
|
6,926 | $841,024 |
All Filings in BCS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,937 | 16,230 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $391,735 | 18,513 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $406,792 | 15,984 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $315,548 | 15,266 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $280,857 | 15,108 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $224,440 | 14,612 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $190,724 | 14,351 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $143,685 | 11,826 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $115,143 | 10,751 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||