Position in BCS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,580
+$2,364 QoQ
Shares Held
311
+52.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026Key Financial Inc holds $7,690,133 across 11 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,667 | $5,782,939 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,264 | $698,802 | |
| 3 | C |
Citigroup Inc
|
4,436 | $620,862 | |
| 4 | TD |
Toronto Dominion Bank
|
2,341 | $284,267 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,325 | $192,138 | |
| 6 | UBS |
UBS Group AG
|
773 | $38,309 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,300 | $25,857 | |
| 8 | RY |
Royal Bank Of Canada
|
100 | $20,697 |
All Filings in BCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,580 | 311 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $4,216 | 204 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,792 | 204 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,133 | 204 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,711 | 204 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||