Position in BCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$224,791
+$10,335 QoQ
Shares Held
8,369
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 552 holders
Holding Since
Jun 2024
9 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, 2026CERTUITY, LLC holds $182,859,026 across 12 Banks - Diversified names. BCS ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
846,920 | $118,534,923 | |
| 2 | BAC |
Bank Of America Corp /De/
|
505,847 | $28,823,162 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
312,648 | $25,837,230 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
16,514 | $5,405,527 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
12,395 | $1,792,440 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,936 | $695,491 | |
| 7 | RY |
Royal Bank Of Canada
|
1,935 | $400,486 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 |
All Filings in BCS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,791 | 8,369 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $214,456 | 10,135 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $256,485 | 10,078 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $208,353 | 10,080 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $209,565 | 11,273 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $172,600 | 11,237 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $151,971 | 11,435 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $125,157 | 10,301 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $107,132 | 10,003 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||