Position in BCS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$240,261
+$9,889 QoQ
Shares Held
8,945
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#350
of 552 holders
Holding Since
Sep 2020
3 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, 2026Optas, LLC holds $14,082,049 across 13 Banks - Diversified names. BCS ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,011 | $5,895,539 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,983 | $1,195,611 | |
| 3 | C |
Citigroup Inc
|
7,730 | $1,081,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,393 | $893,179 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,721 | $803,343 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
39,959 | $794,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
27,560 | $690,653 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,304 | $622,400 |
All Filings in BCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,261 | 8,945 | Shares | Other | 2026-07-21 | |
| 2025-12-31 | $230,372 | 9,052 | Shares | Other | 2026-01-27 | |
| 2020-09-30 | $72,723 | 14,516 | Shares | Other | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||