Position in BCS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$696,103
+$234,921 QoQ
Shares Held
25,916
+18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#228
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, 2026HUB Investment Partners, LLC holds $92,115,576 across 15 Banks - Diversified names. BCS ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
166,772 | $54,589,478 | |
| 2 | BAC |
Bank Of America Corp /De/
|
298,652 | $17,017,190 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
130,960 | $10,822,534 | |
| 4 | C |
Citigroup Inc
|
23,379 | $3,272,124 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,704 | $1,258,685 | |
| 6 | SAN |
Banco Santander, S.A.
|
66,109 | $912,304 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
28,730 | $719,973 | |
| 8 | BCS |
Barclays PLC
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|
25,916 | $696,103 |
All Filings in BCS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,103 | 25,916 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $461,182 | 21,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $559,314 | 21,977 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $439,402 | 21,258 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $352,206 | 18,946 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $267,632 | 17,424 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $236,907 | 17,826 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $209,696 | 17,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $177,914 | 16,612 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $128,151 | 13,561 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||