Position in BCS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$274,965
New position
Shares Held
10,237
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#330
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $6,937,329 across 14 Banks - Diversified names. BCS ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,564 | $1,493,933 | |
| 2 | C |
Citigroup Inc
|
6,597 | $923,315 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,048 | $830,366 | |
| 4 | BAC |
Bank Of America Corp /De/
|
10,081 | $574,415 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
24,809 | $493,450 | |
| 6 | SAN |
Banco Santander, S.A.
|
29,755 | $410,618 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,622 | $379,166 | |
| 8 | UBS |
UBS Group AG
|
6,054 | $300,036 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,965 | 10,237 | Shares | Other | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||