Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$700,213
+$100,031 QoQ
Shares Held
26,069
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#227
of 552 holders
Holding Since
Dec 2024
6 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, 2026WCG Wealth Advisors LLC holds $51,787,108 across 8 Banks - Diversified names. BCS ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,933 | $27,801,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
88,515 | $7,314,879 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
37,302 | $5,394,242 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
38,957 | $3,704,421 | |
| 5 | BAC |
Bank Of America Corp /De/
|
63,553 | $3,621,249 | |
| 6 | SAN |
Banco Santander, S.A.
|
171,078 | $2,360,876 | |
| 7 | BNS |
Bank Of Nova Scotia
|
10,250 | $890,110 | |
| 8 | BCS |
Barclays PLC
This page
|
26,069 | $700,213 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,213 | 26,069 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $600,182 | 28,364 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $668,546 | 26,269 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $233,378 | 12,554 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $201,768 | 13,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $201,981 | 15,198 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||