Position in BCS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$13,034
-$5,556 QoQ
Shares Held
616
-38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,034 | 616 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $18,590 | 1,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $933,703 | 60,788 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $107,011 | 8,052 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $97,212 | 8,001 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $114,607 | 10,701 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $101,124 | 10,701 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $540,765 | 68,625 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $379,147 | 48,671 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $205,900 | 26,196 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $381,760 | 53,096 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $406,582 | 52,126 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $69,312 | 10,830 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $17,723 | 2,332 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $25,074 | 3,174 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $38,367 | 3,707 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $21,362 | 2,070 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $19,975 | 2,070 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $23,764 | 2,323 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||