Position in BCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$517,431
+$109,805 QoQ
Shares Held
19,264
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#257
of 552 holders
Holding Since
Mar 2021
21 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, 2026Bradley & Co. Private Wealth Management, LLC holds $13,444,313 across 4 Banks - Diversified names. BCS ranks #2 (3.8% of the industry book) .
All Filings in BCS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,431 | 19,264 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $407,626 | 19,264 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $490,268 | 19,264 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $398,186 | 19,264 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $358,117 | 19,264 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $295,895 | 19,264 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $256,018 | 19,264 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $206,317 | 19,264 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $182,044 | 19,264 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $151,800 | 19,264 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $150,066 | 19,264 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $151,415 | 19,264 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $210,408 | 29,264 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $228,259 | 29,264 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $187,289 | 29,264 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $222,406 | 29,264 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $221,200 | 28,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $289,800 | 28,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $288,960 | 28,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $270,200 | 28,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $286,440 | 28,000 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||