Position in BCS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$64,732
+$32,273 QoQ
Shares Held
2,410
+57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#403
of 552 holders
Holding Since
Dec 2022
15 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, 2026Rosenberg Matthew Hamilton holds $5,375,342 across 15 Banks - Diversified names. BCS ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,292 | $2,059,560 | |
| 2 | C |
Citigroup Inc
|
5,473 | $766,001 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,836 | $617,435 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,993 | $495,261 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,157 | $311,923 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,713 | $257,979 | |
| 7 | UBS |
UBS Group AG
|
4,001 | $198,289 | |
| 8 | RY |
Royal Bank Of Canada
|
915 | $189,377 |
All Filings in BCS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,732 | 2,410 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $32,459 | 1,534 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $39,040 | 1,534 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $31,707 | 1,534 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,517 | 1,534 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,562 | 1,534 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $20,386 | 1,534 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $777 | 64 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $685 | 64 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $604 | 64 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $504 | 64 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $498 | 64 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $503 | 64 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $460 | 64 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $499 | 64 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||