Position in BCS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,468,462
-$500,458 QoQ
Shares Held
116,657
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026Vise Technologies, Inc. holds $159,529,284 across 13 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
251,991 | $82,484,214 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
192,201 | $15,883,490 | |
| 3 | C |
Citigroup Inc
|
98,629 | $13,804,114 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
375,841 | $7,475,477 | |
| 5 | RY |
Royal Bank Of Canada
|
32,102 | $6,644,150 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
64,551 | $6,138,154 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
248,161 | $5,851,636 | |
| 8 | TD |
Toronto Dominion Bank
|
48,083 | $5,838,718 |
All Filings in BCS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,468,462 | 116,657 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,968,920 | 116,657 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,824,230 | 88,255 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,352,608 | 72,760 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $574,805 | 43,251 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $529,667 | 43,594 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $394,577 | 36,842 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $303,401 | 32,106 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $186,866 | 23,714 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $225,637 | 28,965 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $258,161 | 32,845 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $225,737 | 31,396 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $296,142 | 37,967 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $248,819 | 38,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $241,824 | 31,819 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $130,373 | 16,503 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||