Position in BCS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$67,015
+$14,221 QoQ
Shares Held
2,495
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#401
of 552 holders
Holding Since
Dec 2024
7 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, 2026Activest Wealth Management holds $1,637,903 across 8 Banks - Diversified names. BCS ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,732 | $894,265 | |
| 2 | C |
Citigroup Inc
|
1,209 | $169,211 | |
| 3 | SAN |
Banco Santander, S.A.
|
12,202 | $168,387 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,560 | $145,868 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,577 | $130,323 | |
| 6 | BCS |
Barclays PLC
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|
2,495 | $67,015 | |
| 7 | UBS |
UBS Group AG
|
836 | $41,432 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
148 | $21,402 |
All Filings in BCS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,015 | 2,495 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $52,794 | 2,495 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $63,497 | 2,495 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $51,571 | 2,495 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $46,382 | 2,495 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $38,323 | 2,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,158 | 2,495 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||