Position in BCS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,110,258
+$222,025 QoQ
Shares Held
41,335
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#187
of 552 holders
Holding Since
Dec 2021
19 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, 2026Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. BCS ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
138,018 | $2,745,178 | |
| 2 | UBS |
UBS Group AG
|
51,940 | $2,574,146 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
9,572 | $1,384,206 | |
| 4 | ING |
Ing Groep NV
|
37,040 | $1,162,315 | |
| 5 | BCS |
Barclays PLC
This page
|
41,335 | $1,110,258 | |
| 6 | RY |
Royal Bank Of Canada
|
5,213 | $1,078,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,194 | $1,064,437 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
41,147 | $970,246 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,258 | 41,335 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $888,233 | 41,977 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,120,283 | 44,019 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $998,319 | 48,298 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $916,394 | 49,295 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $840,545 | 54,723 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $763,497 | 57,449 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $736,873 | 60,648 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $664,009 | 61,999 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $582,337 | 61,623 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $475,841 | 60,386 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $463,754 | 59,532 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $455,864 | 57,998 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $414,438 | 57,641 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $357,723 | 45,862 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $227,033 | 35,474 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,280,349 | 168,467 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,405,323 | 177,889 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,563,926 | 151,104 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||