Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,454,896
+$976,215 QoQ
Shares Held
91,396
+30.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#142
of 552 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,452,557 across 11 Banks - Diversified names. BCS ranks #11 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,526 | $11,628,725 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
94,781 | $9,012,725 | |
| 3 | SAN |
Banco Santander, S.A.
|
431,070 | $5,948,766 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
297,300 | $5,913,297 | |
| 5 | C |
Citigroup Inc
|
40,689 | $5,694,832 | |
| 6 | BAC |
Bank Of America Corp /De/
|
95,217 | $5,425,464 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
166,072 | $4,161,764 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
172,721 | $4,072,761 |
All Filings in BCS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,454,896 | 91,396 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,478,681 | 69,881 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,713,675 | 67,335 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,684,729 | 81,506 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,455,411 | 78,290 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,121,310 | 73,002 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $950,713 | 71,536 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||