Position in BCS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$19,473
+$4,132 QoQ
Shares Held
725
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#439
of 552 holders
Holding Since
Mar 2026
2 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, 2026TFC Financial Management, Inc. holds $2,931,219 across 7 Banks - Diversified names. BCS ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,198 | $2,356,121 | |
| 2 | C |
Citigroup Inc
|
1,930 | $270,122 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,059 | $174,301 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
704 | $101,805 | |
| 5 | BCS |
Barclays PLC
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|
725 | $19,473 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
113 | $9,338 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1 | $59 |
All Filings in BCS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,473 | 725 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,341 | 725 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||