Position in BCS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,413,050
+$402,153 QoQ
Shares Held
52,608
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#170
of 552 holders
Holding Since
Mar 2022
11 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, 2026Aaron Wealth Advisors LLC holds $45,316,292 across 13 Banks - Diversified names. BCS ranks #12 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,779 | $11,711,540 | |
| 2 | BAC |
Bank Of America Corp /De/
|
81,187 | $4,626,035 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
43,514 | $4,137,746 | |
| 4 | C |
Citigroup Inc
|
29,376 | $4,111,464 | |
| 5 | ING |
Ing Groep NV
|
99,831 | $3,132,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
37,034 | $3,060,489 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
150,101 | $2,985,508 | |
| 8 | SAN |
Banco Santander, S.A.
|
197,972 | $2,732,013 |
All Filings in BCS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,050 | 52,608 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,010,897 | 47,774 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,057,676 | 41,559 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $690,419 | 33,402 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $633,602 | 34,083 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $493,363 | 32,120 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $410,395 | 30,880 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $325,134 | 26,760 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $233,488 | 21,801 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $198,298 | 20,984 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $60,348 | 7,639 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||