Position in BCS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$612,837
+$174,191 QoQ
Shares Held
22,816
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#247
of 552 holders
Holding Since
Mar 2024
10 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, 2026Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. BCS ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,329 | $8,290,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,418 | $3,328,657 | |
| 3 | RY |
Royal Bank Of Canada
|
11,844 | $2,451,352 | |
| 4 | C |
Citigroup Inc
|
16,705 | $2,338,031 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
21,870 | $2,079,618 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,188 | $1,503,056 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,834 | $971,308 | |
| 8 | ING |
Ing Groep NV
|
25,101 | $787,669 |
All Filings in BCS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,837 | 22,816 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $438,646 | 20,730 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $524,397 | 20,605 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $413,792 | 20,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $347,056 | 18,669 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $285,926 | 18,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $202,433 | 15,232 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $158,569 | 13,051 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $146,673 | 13,695 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $96,352 | 10,196 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||